Here is the 2024 Financial Planner of Year
Here is the 2024 Financial Planner of Year

Click here to view this message in a browser.
Moonstone Header
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
Low tech
FPI Logo
Skyscraper MM for CPD
VideoSign Vertical banner 3 - 2021-04-29
Distributed to
40 892
subscribers
Advertise Here
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.

TrancSpacer
TrancSpacer
TOP STORIES
Future-proofing advisory practices: key takeaways on succession planning
Ninety One’s Jaco van Tonder outlines four models for structuring a succession plan, each of which has potential advantages and disadvantages.
Top story read button
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.
Top story read button
TrancSpacer
FICA banner
TrancSpacer
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.
Itn read button
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.
Top story read button
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.
Top story read button
‘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.
In the news 3 read button
Government seems to back away from prescribed assets
The FSCA says prescribed assets will compromise the fiduciary duty of retirement fund trustees.
In the news 4 read button
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.
In the news 5 read button
FIC publishes finalised guidance on beneficial ownership
Public Compliance Communication 59 has been issued following two rounds of public consultation.
In the news 6 story read button
TrancSpacer
Career opportunities
TrancSpacer
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.
Read more
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.
Read more
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.
Read more
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.
Read more
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.
Read more
CAREERS PLATFORM - MOONSTONE POSITIONS
 
For career opportunities currently available at Moonstone please click the button below.
Read more
TrancSpacer
IN LIGHTER WYN
Low tech

Watch

No Message

 

Text Cracker

 

Book

TrancSpacer
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