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Intermediaries / Brokers / General

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Another take on the direct insurer debate

Another take on the direct insurer debate

05 September 2012

Over the past couple of months we have had many opportunities to reflect on the role of the traditional intermediated model of short-term insurance distribution versus the increasingly popular direct distribution method. We have commented on the irony of

Moonstone: Is the Ombud System Fair?

Moonstone: Is the Ombud System Fair?

03 September 2012

The jurisdiction of the FAIS Ombud has been questioned on a number of occasions, notably in the current High Court case between the Ombud and Deeb Risk, and yet again in a later determination involving Lifeforce Financial Services.

Moonstone: Disclosure of Costs

Moonstone: Disclosure of Costs

31 August 2012

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

Moonstone: Service Level Agreements

31 August 2012

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

quick poll
Question

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

Answer
Advisers play their part in replacement compliance

Advisers play their part in replacement compliance

29 August 2012
Moonstone:  “Offs” and “Ons” Update

Moonstone: “Offs” and “Ons” Update

23 August 2012
An adviser is like a great pair of shoes

An adviser is like a great pair of shoes

21 August 2012
Moonstone: Another Sharemax ruling by FAIS Ombud

Moonstone: Another Sharemax ruling by FAIS Ombud

20 August 2012
Could financial advisers be in for a professional indemnity premium shock?

Could financial advisers be in for a professional indemnity premium shock?

15 August 2012
Moonstone: Job Losses in the industry

Moonstone: Job Losses in the industry

14 August 2012
It is time to actively promote the value of advice

It is time to actively promote the value of advice

07 August 2012
Moonstone: FAIS Act under Threat?

Moonstone: FAIS Act under Threat?

07 August 2012