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Tag Archives | Services


SA’s financial services sector – Roadmap to recovery post the pandemic for SA financial services sector

In response to the pandemic and based on research conducted in the 40 countries in which Kearney, a global management consulting firm operates, the firm released a report on the business implications that the coronavirus pandemic holds for the financial services sector. “The financial services industry is double-exposed to the pandemic; in their own business […]

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Registration as an Essential Services Provider – Guidelines for Sole Proprietors

Since the announcement of the Level 4 Lockdown restrictions and the publication of the requirement that businesses that perform essential or permitted services need to register themselves as such with the Companies and Intellectual Property Commission (CIPC), we have been inundated with questions about what is expected of sole proprietors. The CIPC is, amongst other matters, […]

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Financial services and technology – Opportunity to understand and earn CPD hours

FinTech essentially encapsulates the intersection between the financial services industry and technology. The importance of FinTech is evidenced in the manner in which it is currently disrupting traditional financial models and structures. The disruption caused by FinTech offers both opportunities and challenges to large and small financial services companies in South Africa. The Introduction to […]

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Financial Services Tribunal – New premises and new rules

Background of the Tribunal The Financial Sector Regulation Act 9 of 2017 establishes the independent Financial Services Tribunal in terms of section 219 thereof. The Tribunal replaced the FSB Appeal Board and came into effect on 1 April 2018. Upon application by aggrieved persons, the Tribunal reconsiders decisions of decision-makers as defined in terms of section 218 of […]

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Higher Certificate in Wealth Management – Opens doors into the Financial Services industry

New entrants to the labour market often enquire at Moonstone Business School of Excellence (MBSE) how to go about entering the Financial Services Industry with the aim of building a career. Gone are the days that you could start a career as a representative, receive on-the-job training and make progress through gaining experience. The Industry […]

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