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Moonstone: Treating Customers Fairly

Moonstone: Treating Customers Fairly

31 May 2013 | General

TCF is closer than we think. It appears to be on the FSB’s radar screen already, despite expectations that it will only become a reality next year. In an article we published on Monday, we quoted the following extract from the FSB media release on its dec

Moonstone: FAIS Ombud Extends her Reach

Moonstone: FAIS Ombud Extends her Reach

28 May 2013 | General

We have long bemoaned the fact that determinations by the Ombud seemed to involve the advisor only, and not the product provider.

Brokers to focus on retaining clients this year

Brokers to focus on retaining clients this year

27 May 2013 | General

The CIB Broker Confidence Index (BCI) is a weather-vane that tells us which way financial winds are blowing. Judging by the results for the first quarter of 2013, we’re in for a tough year, with brokers losing confidence in the economy generally and the b

Intermediary Service Definition Revisited

Intermediary Service Definition Revisited

24 May 2013 | General

Common questions asked since FAIS was introduced include: “Does this constitute an intermediary service?” or “Must I be an FSP or representative?”

quick poll

Question

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

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

View the Results

Moonstone: Reference Material for REs

Moonstone: Reference Material for REs

24 May 2013 | General

Moonstone: Intermediary Services Explained

Moonstone: Intermediary Services Explained

21 May 2013 | General

Moonstone: More on Hippo Comparative Services

Moonstone: More on Hippo Comparative Services

17 May 2013 | General

SA intermediaries find representation on the global stage

SA intermediaries find representation on the global stage

13 May 2013 | General

Showing the value of financial advice is key to willingness to pay for advice

Showing the value of financial advice is key to willingness to pay for advice

10 May 2013 | General

Majority of South African financial advisers are unprepared for RDR, CoreData

Majority of South African financial advisers are unprepared for RDR, CoreData

08 May 2013 | General

Intermediaries driving CIS industry sales

Intermediaries driving CIS industry sales

07 May 2013 | General

The art of survival in an evolving insurance and distribution landscape

The art of survival in an evolving insurance and distribution landscape

29 April 2013 | General

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FAnews June 2026

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