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FSB conducts on-site visit to test practical application of FAIS

15 April 2014

The Registrar of Financial Services Providers (FSPs) paid Centriq Insurance a visit last year to conduct an on-site risk assessment to examine the practical application of the FAIS (Financial Advisory and Intermediary Services) act and other interconnected legislation especially from Centriq’s specialised insurance business point of view.

Moonstone: Whereto with POPI and TCF?

28 January 2014

We frequently receive enquiries about legislative changes, specifically regarding Treating Customers Fairly (TCF) and the Protection of Personal Information Act (POPI). Some product providers have even requested advisors to sign TCF declarations.

Moonstone: Healthcare Distribution Remuneration

27 January 2014

The long-standing battle by the Council for Medical Schemes to have gap cover and hospital plans clearly demarcated as insurance, and not medical products, is indicative of its determination to ensure that clients are not provided with confusing information.

Making huge strides towards an improved financial services industry

22 January 2014

The financial services industry is an industry which sells complex products that offer basic protection against the growing inherent risks of society. The target market of these products range from the highly educated to the uneducated, and the advice provided by brokers and advisers is key to maintaining the industry’s integrity, as well as to ensure its growth.

quick poll

Question

How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?

Answer

Automating admin, not advice Being selective about tech adoption Human only in the last mile Tech to scale, people for trust

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