Intermediaries / Brokers / General

Moonstone: Disclosure of Costs

A recent finding by the FAIS Ombud will probably cause product providers to rethink how they disclose costs, including commission, in quotation packages.

Moonstone: Service Level Agreements

It is no secret that the myriad of controls required by the Regulator is not often viewed in a positive light. Feedback after visits by the FSB to broker practices confirms that FSPs have the required documentation in place, but it is often just a templat

Advisers play their part in replacement compliance

The member offices of the Association for Savings and Investment SA (ASISA) have agreed to a Standard on Replacement to govern instances where one member (the replacing insurer) has or intends to replace a policy or policies of another member office (the

Moonstone: “Offs” and “Ons” Update