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Intermediaries / Brokers

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Moonstone: Whereto with POPI and TCF?

Moonstone: Whereto with POPI and TCF?

28 January 2014 | General

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

Moonstone: Healthcare Distribution Remuneration

27 January 2014 | General

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

Making huge strides towards an improved financial services industry

22 January 2014 | General

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.

Moonstone: Regulatory Examinations Review

Moonstone: Regulatory Examinations Review

09 January 2014 | General

Seldom has one seen such disparate views on a matter of national interest as those expressed on the 2013 matric results. While the government sang its own praises based on statistical improvements, concerns were raised by others about the bigger picture, and particularly how much value one can place on a certificate when the pass rate for some subjects is only 30%.

quick poll
Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer
Moonstone: Taking Stock

Moonstone: Taking Stock

12 December 2013 | General
Moonstone: Fees for Service Redefined

Moonstone: Fees for Service Redefined

25 November 2013 | General
Moonstone: FSB Fees Increase

Moonstone: FSB Fees Increase

25 November 2013 | General
Independent Financial Advisors key to high net worth individuals’ wealth management

Independent Financial Advisors key to high net worth individuals’ wealth management

25 November 2013 | General
Moonstone: Compliance Consolidation

Moonstone: Compliance Consolidation

24 November 2013 | General
Insurance industry achieves growth despite tough economic conditions

Insurance industry achieves growth despite tough economic conditions

20 November 2013 | General
Moonstone: Retail Distribution Review Update

Moonstone: Retail Distribution Review Update

19 November 2013 | General
Golden opportunities available for independent brokers, writes Serge Mosime

Golden opportunities available for independent brokers, writes Serge Mosime

11 November 2013 | General