#BudgetSpeech2021 - Most welcome light at the end of the tunnel
#BudgetSpeech2021 - Most welcome light at the end of the tunnel
.
Click here to view this message in a browser.
Moonstone Header
Investment Indicators | 1 March 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
#BudgetSpeech2021 - What it means for SME sector
Impact of lower salary increases on retirement savings
Household Net Wealth Index study shows that the rich are getting richer
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 Vertical banner
Distributed to
42 165
subscribers
Advertise Here
"A budget is telling your money where to go instead of wondering where it went."
-
JOHN MAXWELL
ADVERTORIAL
GTC banner
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
ABSA (L) 5.221% 5.040%
Clientéle Life (G) 5.050% 4.850%
Assupol (G) 4.991% 4.675%
R1 000 000
Company This week Last week
Assupol (G) 5.418% 5.101%
Clientéle Life (G) 5.250% 5.050%
Absa (L) 5.221% 5.040%
Money Market Funds
R100 000
Company This week Last week
Cadiz 4.790% 4.660%
Allan Gray 4.270% 4.250%
Prudential 4.000% 3.890%
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
#BudgetSpeech2021 - Most welcome light at the end of the tunnel
Last week, the Finance Minister delivered the Budget speech against the backdrop of the COVID-19 pandemic. We share the views of some experts who agree that the Budget was more optimistic than expected, with tax increases kept to a minimum.
Read full article
Fedgroup large banner
YOUR PRACTICE MADE PERFECT
#BudgetSpeech2021 - What it means for SME sector
In response to the Budget Speech delivered in Parliament by Finance Minister Tito Mboweni, Garth Rossiter, Chief Risk Officer at SME service provider firm Lulalend unpacks the Budget Speech's implications for the SME sector.
Read full article
CPD Subscription Package GIF banner 2021-03-01
YOUR PRACTICE MADE PERFECT
Impact of lower salary increases on retirement savings
With wage freezes continuing to be a reality for many South Africans, retirement income specialist Just considers the impact of lower or zero salary increases on retirement savings and provides various examples of how working longer can positively address this.
Read full article
Fit and Proper Manager
YOUR PRACTICE MADE PERFECT
Household Net Wealth Index study shows that the rich are getting richer
According to the latest Momentum-Unisa South African Wealth Index, South African households’ real net wealth surprisingly increased by an estimated R1 009.1 billion from the onset of the second quarter of 2020 (Q2 2020) to the end of the year (Q4 2020). This happened despite COVID-19, the lockdown, job losses and an economic contraction.
Read full article
VideoSign horizontal GIF banner
CAREERS PLATFORM
Featured Position
Administrative Assistant / Relationship Manager: Galileo Capital (Pty) Ltd, Johannesburg. Galileo Capital is looking for a self-managed, self-motivated, and coachable young individual to join as a personal assistant/relationship manager. The role incumbent will work in a team and assist the financial planner and para planner with all administrative tasks in respect of managing client relationships and be responsible for all service requirements from clients.
Read more
Career opportunities banner
IN LIGHTER WYN
March Madness
March Madness 4

March Madness 5

March Madness 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