Sharemax: Court rules on FSP’s review application
Sharemax: Court rules on FSP’s review application

Click here to view this message in a browser.
Moonstone Header
Moonstone Monitor | 11 July 2024
IN THIS WEEK'S ISSUE
Top stories
Dispelling misconceptions about the two-pot retirement system
Sharemax case: High Court rules on the status of the FST chairperson’s decisions
Sending the details later cannot cure a non-compliant notice of intention to debar
In the news
Book now for Moonstone Compliance’s no-cost FICA webinar
Unlocking the ‘passion factor’: the missing key in entrepreneurial success
Discovery marketing material ‘misleads’ by inviting multiple claims for each new dread disease
Retirement fund ordered to pay fraud victim’s R800 000 benefit
Adjudicator blocks acknowledgement of debt signed under duress
Tribunal cracks down on second-hand car dealers – fines and refunds of R1.15m issued
CMS webinars for brokers, trustees, and medical scheme employees
Video
FICA and credit providers
 
Learn with MBSE
CPD – We are an authorised CPD provider
Class of Business training
Short courses – Popia, NCA, Fica, Entrepreneurship
Accredited qualifications – NQF 4 to NQF 8
Careers Platform
Advertising packages
Industry positions
Moonstone positions
In Lighter Wyn
26 things
FPI Logo
Skyscraper MM for CPD
VideoSign Vertical banner 3 - 2021-04-29
Distributed to
41 559
subscribers
Advertise Here
ADVERTORIAL
GTC banner 2023-10-02
Two-pots is here (and in reality, this will be four pots), as opposed to the existing one-pot. How is it looking in your kitchen?

Fund members will require sophisticated fund administration accommodating the numerous alternative elective pre-retirement withdrawals of the Two-pots retirement system. They will also require additional - professional - counselling regarding the impact of premature pre-retirement withdrawal. Are you and your funds ready for this legislation?

Book a presentation with our CEO Gary Mockler to see how GTC can assist 13B administrators and benefit consultants with the relevant business processes associated with Two-pot.

Visit our website at www.gtc.co.za.

TrancSpacer
TrancSpacer
TOP STORIES
Dispelling misconceptions about the two-pot retirement system
Members particularly need to understand pre-retirement withdrawals, and the implications of these withdrawals, including tax and liquidity at retirement.
Top story read button
Sharemax case: High Court rules on the status of the FST chairperson’s decisions
The adviser brought an application for the FAIS Ombud’s determination and the Tribunal chairperson’s decision to be reviewed in terms of PAJA.
Top story read button
Sending the details later cannot cure a non-compliant notice of intention to debar
The Tribunal finds that the debarment process followed by an insurance brokerage was not lawful or fair.
Top story read button
TrancSpacer
FICA banner
TrancSpacer
IN THE NEWS
Book now for Moonstone Compliance’s no-cost FICA webinar
The FIC’s ‘grace period’ for compliance has expired, so make sure your business meets all the regulatory requirements.
Itn read button
Unlocking the ‘passion factor’: the missing key in entrepreneurial success
Moonstone Business School of Excellence’s Entrepreneurship short course aims to bridge the gap in entrepreneurial training to foster entrepreneurial-minded people.
Top story read button
Discovery marketing material ‘misleads’ by inviting multiple claims for each new dread disease
The policy’s limitations show there are circumstances in which a policyholder cannot claim for a dread disease related to a prior claim, the ARB says.
In the news 3 read button
Retirement fund ordered to pay fraud victim’s R800 000 benefit
A pension fund mistakenly paid out a fraudulent claim to a syndicate while the rightful member was in prison.
In the news 4 read button
Adjudicator blocks acknowledgement of debt signed under duress
The employee was told she would be granted immunity from prosecution if she agreed to sign the AOD.
In the news 5 read button
Tribunal cracks down on second-hand car dealers – fines and refunds of R1.15m issued
The continued disregard of the Consumer Protection Act by second-hand car dealerships is a concern, the National Consumer Commission states.
In the news 6 story read button
CMS webinars for brokers, trustees, and medical scheme employees
The Council will provide a CPD-accredited training session for newly appointed healthcare brokers in August.
In the news 7 read button
TrancSpacer
Fit & P export FCA data
TrancSpacer
VIDEO
FICA and credit providers
Gerrit Viviers, Moonstone Compliance’s National Credit Act specialist, talks about credit providers’ FICA compliance obligations. Gerrit explains how the amendments to Schedule 1 of the Financial Intelligence Centre Act affect credit providers, what the Act requires of credit providers, and the FIC’s Directive 7 of 2023. Running time 10:14.


YT-thumbnail-greylisting

TrancSpacer
Career opportunities
TrancSpacer
CAREERS PLATFORM - INDUSTRY POSITIONS
 
Commercial and Personal Lines Claims Administrator: Intellisure Insurance Brokers, Newlands,Cape Town. A highly competent full time Commercial and Personal Lines Claims Administrator is required by a well-established short term insurance brokerage to start immediately.
Read more
Insurance Consultant: Santam, Bellville, Cape Town. Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants. The insurance consultant role is focused on providing an end-to-end service and support to brokers.
Read more
Experienced Financial Advisor – Wealth Management: Morebo Wealth (Pty) Ltd, Braamfontein. Empower your growth, enjoy flexibility, maximize your earnings, and thrive with a supportive, entrepreneurial environment. We offer numerous growth and development opportunities within our diverse business units. Join us to build strong, lasting relationships and realize your potential.
Read more
 
CAREERS PLATFORM - MOONSTONE POSITIONS
 
For career opportunities currently available at Moonstone please click the button below.
Read more
TrancSpacer
IN LIGHTER WYN
26 things

1. If a bottle of poison reaches its expiration date, is it more poisonous or is it no longer poisonous?

2. Which letter is silent in the word “scent”? The “s” or the “c”?

3. Do twins ever realise that one of them is unplanned?

4. Every time you clean something, you just make something else dirty.

5. The word “swims” upside down is still “swims”.

6. More than 100 years ago, everyone owned a horse and only the rich had cars. Today everyone has cars and only the rich own horses.

7. If people evolved from monkeys, why are monkeys still around?

8. Why is there a “d” in fridge, but not in refrigerator?

9. As I’ve grown older, I’ve learned that pleasing everyone is impossible, but irritating everyone is a piece of cake.

10. I’m responsible for what I say, not for what you understand.

11. Common sense is like deodorant. The people who need it the most never use it.

12. My tolerance for idiots is extremely low these days. I used to have some immunity, but obviously, there’s a new strain out there.

13. It’s not my age that bothers me; it’s the side effects.

14. I’m not saying I’m old and worn out, but I make sure I’m nowhere near the bin on trash day.

15. As I watch this generation try to rewrite history, I’m sure of one thing: it will be misspelled and have no punctuation.

16. As I’ve grown older, people think I’ve become lazy. The truth is I’m just being more energy-efficient.

17. I haven’t manged to get anything done today. I’ve been in the fresh produce aisle trying to open this stupid plastic bag.

18. If you find yourself feeling useless, remember it took 20 years, trillions of dollars, thousands of lives, and four presidents to replace the Taliban with the Taliban.

19. Turns out that being a “senior” is mostly just googling how to do stuff.

20. I want to be 18 again and ruin my life differently. I have new ideas.

21. I’m on two simultaneous diets. I wasn’t getting enough food on one.

22. I put my scale in the bathroom corner, and that’s where the little liar will stay until it apologises.

23. My mind is like an internet browser. At least 18 tabs open, three of them frozen, and I have no clue where the music is coming from.

24. Hard to believe I once had a phone attached to a wall, and when it rang, I picked it up without knowing who was calling.

25. My wife says I keep pushing her buttons. If that were true, I would have found “mute” by now.

26. There is no such thing as a grouchy old person. The truth is that once you get old, you stop being polite and start being honest.

TrancSpacer
Contact
Manage your preferences | Opt out using TrueRemove®
Got this as a forward? Sign up to receive our future emails.
View this email online.
This email was sent to walda@ida.co.za
Continue receiving our emails, add us to your address book.
©2021 Moonstone Information Refinery (Pty) Ltd. Registration number: 2000/001874/07.
All rights reserved. | View Disclaimer