orangeblock

Intermediaries / Brokers / General

Explore the Category

Moonstone: Regulatory Changes Envisaged in 2013

Moonstone: Regulatory Changes Envisaged in 2013

15 January 2013

The Financial Services Laws General Amendment Bill will see substantial changes and updates in respect of 11 different laws affecting the financial services industry.

Moonstone: Regulatory Exam Standards

Moonstone: Regulatory Exam Standards

10 January 2013

An article by Professor Jonathan Jansen serves as basis for a comparison between the matric exam results and the outcomes of the REs.

Moonstone: Advisor Prejudice & Vested Interests

Moonstone: Advisor Prejudice & Vested Interests

11 December 2012

One of the prime examples of advisor prejudice is where an Independent Advisor advises a client to transfer a Retirement Annuity [via a Section 14 transfer] from a Life Office to a LISP or another Life Office. Essentially two things happen:

New research shows insurance industry growing

New research shows insurance industry growing

04 December 2012

New research by the Insurance Sector Education and Training Authority (INSETA), shows that in the 2011 to 2012 period, despite a large number of resignations and dismissals largely attributable to issues surrounding the new legislation, the insurance sect

quick poll
Question

If I were tasked with taking my firm’s customer experience (CX) to the next level, I would:

Answer
 INSETA's Network - Welcome to Opening Doors
for Small and Micro Brokers

INSETA's Network - Welcome to Opening Doors for Small and Micro Brokers

04 December 2012
Commercial non-life insurance brokers in Australia, Canada and South Africa

Commercial non-life insurance brokers in Australia, Canada and South Africa

04 December 2012
Great news for the short term insurance industry

Great news for the short term insurance industry

04 December 2012
Is it really a good idea to cut out the middle man?

Is it really a good idea to cut out the middle man?

28 November 2012
Moonstone: Who enforces Penalties?

Moonstone: Who enforces Penalties?

27 November 2012
Moonstone: Enforcement Committee Penalties

Moonstone: Enforcement Committee Penalties

23 November 2012
Emerging markets and internet will dominate risk insurance distribution

Emerging markets and internet will dominate risk insurance distribution

21 November 2012
Moonstone: Termination of Agreement Or Business

Moonstone: Termination of Agreement Or Business

20 November 2012