Free webinar on beneficial ownership requirements
Free webinar on beneficial ownership requirements

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Moonstone Monitor | 22 August 2024
IN THIS WEEK'S ISSUE
Top stories
FAIS Ombud clarifies remarks about consumers’ trust in their advisers
Adjudicator urges funds and members to communicate to avoid two-pot complaints
No-cost webinar on meeting your beneficial ownership obligations
In the news
Profile releases rules for new unit trust awards
Partially occupied offices pose insurance risks for business owners
Dividend windfall for Coronation shareholders
FSCA warns against Blueway Trades’ forex AI robot and social media tactics
Temporary RE exemption for crypto FSPs expires in three months
Perspective
The Great Wealth Transfer: financial planning across generations
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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.

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TOP STORIES
FAIS Ombud clarifies remarks about consumers’ trust in their advisers
Trust is an essential element in the relationship between advisers and consumers, who have a responsibility to verify aspects of their adviser’s credentials and standing, says the Financial Planning Institute.
Top story read button
Adjudicator urges funds and members to communicate to avoid two-pot complaints
Members should find out whether they will be eligible to withdraw money from their savings components.
Top story read button
No-cost webinar on meeting your beneficial ownership obligations
Moonstone Compliance will unpack the implications of Public Compliance Communication 59 for accountable institutions.
Top story read button
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IN THE NEWS
Profile releases rules for new unit trust awards
The highest Total Expense Ratio for each qualifying retail fund will be used for the performance calculations.
Itn read button
Partially occupied offices pose insurance risks for business owners
While several large companies have spearheaded a gradual return-to-work, the hybrid working model has remained sticky for many South Africans.
Top story read button
Dividend windfall for Coronation shareholders
The declaration follows the Constitutional Court’s ruling in the asset manager’s favour in a tax dispute with SARS.
In the news 3 read button
FSCA warns against Blueway Trades’ forex AI robot and social media tactics
One of the entity’s Facebook posts says it can turn R1 700 into R120 000.
In the news 4 read button
Temporary RE exemption for crypto FSPs expires in three months
FAIS Notice 25 of 2023 exempts crypto asset FSPs and KIs from the regulatory examination requirements for 18 months.
In the news 5 read button
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PERSPECTIVE
The Great Wealth Transfer: financial planning across generations
While most women excel at managing short-term finances, the challenge lies in long-term planning. Breaking through these barriers can unlock the door to wealth creation.
Read full article
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Career opportunities
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CAREERS PLATFORM - INDUSTRY POSITIONS
 
Short-Term Insurance Commercial Lines Underwriter: Intasure (PTY) Ltd, Southern Suburbs,Cape Town,WC. A well-established Insurance Brokerage in Cape Town, Southern Suburbs requires the services of an office based Commercial Lines Underwriter.
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Short-Term Insurance Personal Lines Underwriter: Intasure (PTY) Ltd, Southern Suburbs,Cape Town,WC. A well-established Insurance Brokerage in Cape Town, Southern Suburbs requires the services of an office based Personal Lines Underwriter.
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Short-Term Insurance Claims Negotiator: Intasure (PTY) Ltd, Southern Suburbs,Cape Town,WC. A well-established Insurance Brokerage in Cape Town, Southern Suburbs is looking to recruit a Claims Negotiator.
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Commercial Underwriter (JG 8): Santam, Bellville. Work in this job family stream is concerned with managing commercial risk by providing specialist technical underwriting advice. COE is a highly technical role with strong client focus. The key focus is on underwriting new and existing business to maintain profitability while also creating a platform to aid the growth process.
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Domestic Underwriting: Cooke Fuller Insurance Brokers (Pty) Ltd, Kloof. The ideal candidate should be an assertive, deadline orientated individual with strong administration and good interpersonal skills.
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Treasury Trader: Remgro Management Services Ltd,Stellenbosch. Position available for a representative with experience in deposits, money market as well as derivative instruments. The ideal candidate should not have to work under supervision anymore.
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Key Individual (Category 2 License: Bonds, Shares and Crypto):Minu Financial Services, Johannesburg,GP. Are you a driven and experienced financial professional with a Category 2 License specializing in bonds, shares and crypto? Do you have a passion for guiding investment strategies and ensuring compliance within a fast-paced environment? If so, we invite you to be part of our innovative and growing team.
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Commercial Underwriter: Supertech Financial Services,Bellair, Durban, KZN. We are searching for a Commercial Underwriter to join our dynamic team.Candidates applying for the position must be able to provide accurate and detailed underwriting of commercial insurance applications.
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CAREERS PLATFORM - MOONSTONE POSITIONS
 
For career opportunities currently available at Moonstone please click the button below.
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