Slow down you move to fast
A London lawyer runs a stop sign and gets pulled over by a Glasgow copper. He thinks that he is smarter than the cop because he is a lawyer from LONDON and is […]
Why few taxpayers report eFiling profile hijackings to the police
Low-income earners fear being ignored, while high-income earners and large businesses find the police to be inefficient.
FSB Directive on Outsourcing of Business
The purpose of this directive is to “…direct long-term and short-term insurers (‘insurers’) to comply with the requirements set out in this Directive when outsourcing an aspect of their long-term and short-term insurance […]
RE 3 and 4 Preparation Guides
As indicated above, those Key Individuals who need to write these exams now have preparation guides specifically aimed at helping them prepare correctly. Please click here to download the NEW guide for RE4, […]
An Exam by any other Name
In answer to Shakespeare’s question “What’s in a name?” I have to say: “A heck of a lot” when talking about the regulatory exams. I sometimes wonder whether re-naming the different regulatory exams […]
Burger oorlog in Bloem!
Super 15 Line-up for the weekend Highlanders/Bulls in Dunedin My colleague and ardent Bulls fan (is there any other type?) says he is quite happy with what his team has achieved so far. […]
Identifying yourself Correctly
The professional nature of the regulatory examinations requires one to be officially identified at the venue before writing. There are three recognised documents which can be used: Your green bar-coded ID document, your […]
The Playoffs are Nearing
The unexpected losses of the Crusaders, Chiefs and Highlanders put a new perspective on just who will make the final six. The rules of the competition make for some interesting possibilities, and the […]
How not to Convert a bear
A Catholic Priest, a Baptist Preacher and a Rabbi all served as Chaplains to the students of Northern Michigan University at Marquette in the Upper Peninsula of Michigan. They would get together two […]
Daar lê die Ding
Die spelers wat vir die Springbokke op nommers 15, 10 en 9 gaan uitdraf, sowel as die plaasvervangers in hierdie sleutelposisies, kan bepalend wees in die uitkoms van die reeks. Fourie du Preez […]
Submission of Compliance Reports
FSB FAIS Circular 5: Submission of Compliance Reports and Financial Statements This document contains important information about compulsory returns every FSP should take notice of. The non-submission of financial statements and compliance reports […]
Level 2 Regulatory Examinations
Quite some time ago, Inseta published study material for the level 2 REs on their website. It can be found in the same place as the level one RE study material. To assist […]
An Exam Strategy that has worked
I really enjoy hearing success stories from candidates who wrote the regulatory exams. On Tuesday, Andries B. phoned to thank me for the advice given which he thinks helped him pass. A week […]
A Man's Age, as Determined by a Trip to the Hardware Store
You are in the middle of some kind of project around the house – mowing the lawn, putting in a new fence, painting the living room or whatever. You are hot and sweaty, […]
Hats off to the Hockey Champions
If ever a medal should be awarded to a team for overcoming setbacks, disappointment and discrimination, it should go to the SA men’s hockey side. Forced to re-qualify for the Olympics by the […]
Avoid Unrealistic Client Expectations
It may be small consolation for local advisors, but a recent survey in Australia found that nine out of eleven risk profiling tools were found to be inadequate in terms of their regulator’s […]
Approved Qualifications for Exemption of Level 2 REs
A number of readers enquired about the list of approved qualifications mentioned in last week’s Moonstone Monitor as they were unable to find it on the FSB website. Please click here to download […]
“Services under Supervision” – What does this entail?
The clear indication by the FSB that it has no intention of extending the final date for passing the regulatory examinations has caused quite a flurry in the industry. Coupled with the recently […]
