Explore the Category

Moonstone: Transgressions Never Retire

17 April 2012

A retired financial advisor received quite a shock when he was ordered to refund a client to the tune of R460 000, as well as interest at 15.5% dating back from 2005.

Moonstone: What’s in a name?

10 April 2012

The FSB recently distributed a document entitled “Call for contributions: intermediary services and related remuneration in the insurance sector”. Moonstone’s request for permission to provide input was granted, and we aim to provide the regulator with a

Moonstone: As-And-When Commission as the cure for miss-selling

29 March 2012

The FSB invited input from 5 representative bodies on a proposed discussion document on “intermediary services and related remuneration.” In today’s article, we focus on one aspect: the considerations concerning risk business, including short-term and lif

The personal services provider debate heats up

20 March 2012

In the February 2012 issue of FAnews we published an article on the tax treatment of short-term insurance brokers. The article [repeated in part here] was written in response to a notice distributed by Mutual & Federal to its brokers in November 2011. Und

quick poll

Question

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

Answer

Bake human into the mix Integrate CX into KPIs Map the full value chain Respond to consumer feedback

View the Results