Is your succession plan in place and up to date?
Is your succession plan in place and up to date?
.
Click here to view this message in a browser.
Moonstone Header
Investment Indicators | 8 February 2021
IN THIS WEEK's ISSUE
Rates Review
Investment Rates
Money Market Funds
Top 3 Rates
From the Crow's Nest
Your Practice Made Perfect
Crypto Assets – As fraud increases, FSCA cautions investors
Raging Bull Awards not only about annual performance
The how-to guide for a productive “work from home” strategy
Regulatory Examinations
The importance of the FSCA’s RE Preparation Guide
Schedules for 2021
Careers Platform
Our platform contains a comprehensive list of opportunities for those considering a career in the financial services industry
Featured positions
In Lighter Wyn
FPI Logo
CPD Register
VideoSign Demo
Distributed to
42 449
subscribers
Advertise Here
"You may delay, but time will not."
-  BENJAMIN FRANKLIN
ADVERTORIAL
How a fund member retires has changed forever...

Legislated in-fund preservation, default annuities and portfolios has broken the compulsion for a fund member to ever leave their fund. Talking to these members, whilst giving sensible counselling - and then professional advice at competitive pricing - requires a financial technology platform of substance.

Benefit consultants, administrators and financial advisors associated with retirement funds will benefit from Altertude, GTC's integrated end-to-end programme providing retirement fund members with all interventions needed in a holistic financial plan.

Contact our CEO Gary Mockler, gmockler@gtc.co.za as to how GTC can assist in growing your business.

Visit our website at www.gtc.co.za.
RATES REVIEW
Secured Investment Rate
Please note that (G) indicates a Guaranteed and (L) a Linked product. In order to understand the difference between guaranteed and linked rates, kindly click here for an explanation.
R100 000
Company This week Last week
Assupol (Secured) (G) 4.535% 4.590%
Clientéle Life (G) 4.500% 4.550%
ABSA (L) 4.291% 4.284%
R1 000 000
Company This week Last week
Assupol (Secured) (G) 4.961% 5.016%
Clientéle Life (G) 4.700% 4.750%
Discovery (G) 4.696% 4.696%
Money Market Funds
R100 000
Company This week Last week
Old Mutual Unit Trust 4.890% 3.760%
Cadiz 4.670% 4.730%
Allan Gray 4.260% 4.270%
Please bear in mind that our figures, though based on the actual quotations that you also use, are for information purposes only, and can never replace the official quotation from the product house. In terms of the guarantees, you are requested to clarify the exact extent of such guarantees with the product house prior to advising clients.
ADVERTORIAL
MediHelp Logo
Service and engagement Medihelp's commitment to advisers

Assisting your clients in choosing an affordable medical aid that meets their needs, requires a solid support system.

At Medihelp we follow through on our commitment to advisers by providing you with active support and access to information, including:
Digital brochures with click-through functionalities and product videos;
Electronic application forms and digital tracking of membership applications, which eliminates paperwork, saves time and keeps you and your clients in the loop with emails and SMSs;
The Adviser Toolbox, an online service platform where you can upload and submit documents, get the latest information and track processes;
The adviser app, which gives you mobile access to all your Medihelp business; and
Dedicated adviser consultants, an online chat functionality and the adviser call centre to assist you.
The results of the 2020 South African Customer Satisfaction Index (SA-csi) show that Medihelp is an industry leader across all metrics of quality service delivery, with members rating us the best choice for fair treatment, clear communication and excellent service.
FROM THE CROW'S NEST
Is your succession plan in place and up to date?
By failing to have a clear, executable plan to ensure business continuity on death or retirement, most advisers face several regulatory, personal and business risks. Allan Gray has developed a free four-part email series to get you started, or measure your own plan against.
Read full article
F&P Manager banner
YOUR PRACTICE MADE PERFECT
Crypto Assets – As fraud increases, FSCA cautions investors
The FSCA received a large number of complaints from South African investors. As these investments are still largely unregulated, unhappy investors are unlikely to have any recourse in the event of being duped.
Read full article
CPD Subscription Package
YOUR PRACTICE MADE PERFECT
Raging Bull Awards not only about annual performance
The annual Raging Bull Awards, hosted by Personal Finance, not only honours the leaders of the collective South African investment schemes industry over the past year; it also recognises performance over longer periods to show consistency.
Read full article
YOUR PRACTICE MADE PERFECT
The how-to guide for a productive “work from home” strategy
Ten months after the coronavirus provoked globally stay-at-home orders, most financial advisers haven’t returned to the office yet. Gert Bezuidenhout, Regional Executive at Sanlam highlights seven important considerations for an intermediary setting up a productive work from home strategy.
Read full article
CAREERS PLATFORM
Featured Position
Senior Investment Analyst/Senior Para Planner:Global & Local Investment Advisors, Emmarentia, Johannesburg. We are looking for a highly capable person who can grow with the company in the role of a Senior Investment Analyst/Senior Para Planner, which is centred around client servicing and not sales. Minimum 5 years industry experience is required. The successful candidate will have a strong knowledge of investment solutions both locally and globally.
Read more
Financial Planners - Investments & Long-term Risk Benefits:Wealth Preservation Strategies. We are an established Cape Town-based practice which has served clients in SA and abroad for more than 20 years. We have opportunities which are open to all SA citizens. Work from our office or remotely. Minimum requirements include a relevant bachelor's degree; at least 3 years' experience in financial planning and a proven track record of prospecting, new client acquisition and relationship building.
Read more
Loan Officer/ Loan Specialist:MAP Cash Loans, Johannesburg. We are looking for an experienced Loan Officer to act as liaison between customers and our financial institution and to assist qualified applicants in acquiring short term loans in a timely manner.
Read more
Senior Claims Negotiator: CIA Building Insurance Specialists, Johannesburg CIA is an award-winning underwriting management company specialising in building insurance. We are looking for a candidate with a minimum of 10 years' commercial claims experience in the insurance industry who will be responsible for all aspects of claims handling. The ideal candidate should be deadline orientated and someone who pays attention to detail.
Read more
IN LIGHTER WYN
A laugh or two
A laugh or two 1
 

A laugh or two 2

 

A laugh or two 3

 

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