Newer kids on the block outdid the older, bigger ones in several areas
Newer kids on the block outdid the older, bigger ones in several areas

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Moonstone Monitor | 18 March 2021
IN THIS WEEK'S ISSUE
From the Crow's Nest
Your Practice Made Perfect
CMS releases results of COVID-19 Vaccines Survey on people's attitudes
Broker of the future - It is not so much about what you do, but how
CPD obligations - You only have two months to stay in the game
Technologically Speaking
Regulatory Examinations
Always download the latest version of the Prep 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
CPD Register
VideoSign Demo
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"Be true to your work, your word, and your friend."
- JOHN BOYLE O'REILLY
ADVERTORIAL
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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.
FROM THE CROW'S NEST
Banks apply winning formula during Covid crisis
The Consulta survey polled almost 12 500 customers from the lower, middle, and upper retail banking segments on their overall satisfaction with South Africa's big six retail banks during 2020. Interestingly, the newer kids on the block outdid the older, bigger ones in several areas.
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Fit and Proper Manager
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YOUR PRACTICE MADE PERFECT
CMS releases results of COVID-19 Vaccines Survey on people's attitudes
The Council for Medical Schemes (CMS) today released the results of its extensive COVID-19 Vaccines Survey which indicates that the majority of medical scheme members want to get vaccinated, with the Johnson and Johnson vaccine as their preferred choice.
Read full article
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Go 4 Broker
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YOUR PRACTICE MADE PERFECT
Broker of the future - It is not so much about what you do, but how
According to the recent “Broker of the Future” report from Victor Canada, one of the largest managing general underwriters in the world, “ …the differences that will distinguish tomorrow’s brokerages are likely to be less about what brokers do and more about how they do it.”
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CPD Subscription Package GIF banner 2021-03-01
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YOUR PRACTICE MADE PERFECT
CPD obligations - You only have two months to stay in the game
The annual CPD deadline of 31 May 2021 is looming. Are you on track with your required hours? Have you done enough professional reading, attended webinars as well as courses to ensure that you have enough hours for CPD purposes? MBSE offers various CPD opportunities.
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TECHNOLOGICALLY SPEAKING
Top ways to promote your business on Facebook
While Facebook and social media platforms are fun outlets and great ways to connect with others, especially during the COVID-19 pandemic, they are also a great way to network and grow your business. Here are a few ways to promote your business on Facebook.
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Career packages
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CAREERS PLATFORM
Featured Positions
FAIS Compliance Officer: Moonstone Compliance. Moonstone Compliance is looking for an approved Compliance Officer. Duties will include risk identification and management, strategic and operational commentary, monitoring and administrative support functions to mitigate the risk of non-compliance with legislation and regulations. A non-negotiable requirement for this position is being an approved Category I Compliance Officer with the Financial Sector Conduct Authority with no supervision requirements.
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Wealth Managers: GTC national offices. GTC, one of South Africa’s leading advisory practices (formerly Grant Thornton Capital), has several vacancies for wealth managers. As a consequence of the counselling requirements of Section 36 of the Pension Funds Act, GTC is required to provide financial advice to numerous members on an ongoing basis. GTC seeks wealth managers to fulfil this advisory role. These positions are in each of the GTC offices around the country and accommodate financial planners with varying degrees of experience and expertise.
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Commercial Accounts Executive: Constellation Financial Services, Johannesburg. We are a young, dynamic, independent short-term insurance brokerage based in Johannesburg looking for experienced commercial sales professionals. If you are passionate, hardworking, and driven to succeed, you’re just what we are looking for. We require a minimum of 5 years short-term commercial insurance experience with 2 years commercial insurance sales and marketing experience.
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POPIA Specialist: Moonstone Compliance, Stellenbosch. We have a position for a POPIA Specialist. The successful candidate will be appointed as a specialist regarding regulatory compliance and risk management as it pertains to the POPI Act. They will be responsible for the development of a POPIA regulatory compliance service offering, and the building and maintenance of our POPIA client base.
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Student Acquisitions Administrator:Moonstone Business School of Excellence (MBSE), Stellenbosch. We are looking for a candidate who will be responsible for implementing the MBSE Sales Strategy for inbound sales activities, establish contact, develop, and maintain relationships. To qualify for this position you will need a Grade 12 certificate, Call Centre or tele service experience and must have the ability to interact with clients and communicate effectively.
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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.
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IN LIGHTER WYN
About vaccinations and regulations
Covid-19 humour 1

 

Covid-19 humour 2

 

Covid-19 humour 3


Covid-19 humour 4

 

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