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Intermediaries / Brokers

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Moonstone: If FAIS does not get you…

Moonstone: If FAIS does not get you…

20 July 2012 | General

Many years ago, I was playing golf at Voortrekkerhoogte. At one stage, we walked past 1 Military Hospital, or 1 Mil, as it is better known. One of the players in our four ball remarked:

Moonstone: Professional Indemnity: Check the Fine Print

Moonstone: Professional Indemnity: Check the Fine Print

16 July 2012 | General

An article in Sunday’s Rapport discusses the upcoming High Court case where a broker is disputing the jurisdiction of the FAIS Ombud. What is of particular interest to our readers, is the discussion of PI cover exclusions.

Risk profiling may pose a risk for clients – Absa

Risk profiling may pose a risk for clients – Absa

05 July 2012 | General

Risk profiling tools used by financial advisers to develop the investment strategies of thousands of clients might be more of a hindrance than a help in building long-term wealth.

UMA model proves effective business partner for brokers

UMA model proves effective business partner for brokers

03 July 2012 | General

The Underwriting Management Agency (UMA) model has proven to be an extremely effective business partner for brokers in recent years, providing an opportunity for those who work within niche areas of insurance to provide clients with a superior product des

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

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Moonstone: Our own Second Transition?

Moonstone: Our own Second Transition?

03 July 2012 | General
Proactive financial planners should take regulation in their stride

Proactive financial planners should take regulation in their stride

21 June 2012 | General
How not to get buy-in from the insurance sector

How not to get buy-in from the insurance sector

14 June 2012 | General
The value in advice gives short-term intermediaries the edge

The value in advice gives short-term intermediaries the edge

11 June 2012 | General
Moonstone: FSB and Ombud levies announced

Moonstone: FSB and Ombud levies announced

08 June 2012 | General
PROFIDA ready to assist with new binder regulations

PROFIDA ready to assist with new binder regulations

06 June 2012 | General
A few surprises from the May regulatory exam update

A few surprises from the May regulatory exam update

31 May 2012 | General
Demand for growth and income an opportunity for advisers

Demand for growth and income an opportunity for advisers

28 May 2012 | General