SA Corona Virus Online Portal Logo
CLICK HERE FOR MORE INFORMATION

Secondary

Tag Archives | CoB

notice

COB, Product specific training and CPD – What is the impact of COVID-19?

In the FSCA’s latest communication guidelines were provided with regards to various regulatory requirements and deadlines. These include training and qualification requirements: Class of Business (COB) Training ● COB deadlines that were due for completion in 2020 will be extended to 15 December 2020. ● FSPs will have to extend the supervision period for such […]

Continue Reading
training-concept

Exemption of Certain Representatives from COB Training Requirements

In terms of section 29 of the Determination of Fit and Proper Requirements for Financial Services Providers, 2017 (“Determination”), representatives must, prior to rendering any financial services, complete class of business training (CoB) relevant to the financial products for which they are appointed. This requirement came into effect on 1 August 2018. Although the transitional provisions of […]

Continue Reading
training-concept

Class of Business – make it part of your training schedule

With the Class of Business requirements that commenced on 1 August 2018 it is important to note that CoB can also be added to your training schedule if you: Wish to remain up to date with class of business product information, in order to maintain your on-going competence in terms of the fit-and-proper requirements. Wish to obtain […]

Continue Reading
training-concept

Add Class of Business to your 2018 training calendar

Why is Class of Business an important 2018 training option for everyone and not only for learners who need to comply with the fit and proper requirements for financial services providers? Also add COB training to your training schedule if you: Wish to remain up to date with class of business product information, in order […]

Continue Reading
Training

Class of Business Training Now Available

Registration for Class of Business training by Moonstone Business School of Excellence (MBSE) is now Open What and When? The Act stipulates that a FSP and representative must complete the class of business (CoB) training relevant to those financial products for which they are authorised prior to rendering any financial service in respect of such […]

Continue Reading
CoB

The Nine Classes of Business

We received a substantial number of enquiries about this topic in response to articles published last week. It is not only important to those who are required to do Class of Business (CoB) and Product Specific training – those required to perform CPD activities also need it to ascertain their obligations in this regard. Board […]

Continue Reading