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Moonstone Monitor | 15 August 2024

IN THIS WEEK'S ISSUE

Top stories

•	Future-proofing advisory practices: key takeaways on succession planning
•	Celebrating excellence and resilience: FPI awards honour top financial planners

In the news

•	Top achievers shine: insights on mastering the Advanced Certificate in Financial Planning
•	Sygnia wins appeal over advert’s claims about RA fees
•	Organisations won’t sign Presidential Health Compact because it endorses NHI Act
•	‘Two-pot system will produce better outcomes for those who avoid the risks’
•	Government seems to back away from prescribed assets
•	Former FNB employee sentenced to prison for R6.4m fraud
•	FIC publishes finalised guidance on beneficial ownership

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

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ADVERTORIAL

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.

Ninety One’s Jaco van Tonder outlines four models for structuring a succession plan, each of which has potential advantages and disadvantages.

Celebrating excellence and resilience: FPI awards honour top financial planners

Rudolph Geldenhuys, a senior financial planner at WealthUp, is the Financial Planner of the Year for 2024.

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IN THE NEWS

Top achievers shine: insights on mastering the Advanced Certificate in Financial Planning

Wynand Venter, Marié Rieckhoff, and Jaco van der Westhuizen share their experience of studying for MBSE’s Advanced Certificate in Financial Planning, highlighting its impact on their careers and the value of continuous learning.

Sygnia wins appeal over advert’s claims about RA fees

The independent modelling submitted by Sygnia made it clear that the claims in the advert are mathematically and factually accurate.

Organisations won’t sign Presidential Health Compact because it endorses NHI Act

Business Unity South Africa and the South African Medical Association are unhappy about references to NHI in the document.

‘Two-pot system will produce better outcomes for those who avoid the risks’

The type of fund to which a member belongs may improve or undermine the preservation of retirement fund assets, says Allan Gray.

Government seems to back away from prescribed assets

The FSCA says prescribed assets will compromise the fiduciary duty of retirement fund trustees.

Former FNB employee sentenced to prison for R6.4m fraud

The syndicate gained unauthorised access to two accounts belonging to a German national on multiple occasions.

FIC publishes finalised guidance on beneficial ownership

Public Compliance Communication 59 has been issued following two rounds of public consultation.

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CAREERS PLATFORM - INDUSTRY POSITIONS

•	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.

•	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.

•	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.

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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.

CAREERS PLATFORM - MOONSTONE POSITIONS

•	For career opportunities currently available at Moonstone please click the button below.

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