Short-term ombud clarifies the distinction
Short-term ombud clarifies the distinction
Click here to view this message in a browser.
Moonstone Header
Moonstone Monitor | 18 February 2021
From the Crow's Nest
Your Practice Made Perfect
Lockdown has positive impact on car insurance claims
Research on policy & regulatory implications of tokenisation in financial markets
POPIA regulations – Don’t be left in the dark
Technologically Speaking
Regulatory Examinations
Regulatory Exams – Payment critical to secure seat
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
42 219
Advertise Here
"A man is but the product of his thoughts what he thinks, he becomes."
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, as to how GTC can assist in growing your business.

Visit our website at
ST Ombud clarifies difference between Private, Business and Commercial insurance
Upon entering a contract for a motor insurance policy, it is very important for financial advisers to clarify what the intended use of the vehicle is to determine the correct risk profile and to calculate the appropriate premium. The difference between Private, Business or Commercial cover is not as simple as some seem to think.
Read full article
Fit and Proper Manager
Lockdown has positive impact on car insurance claims
As the pandemic began to spread in March last year, followed by the lockdown, the widespread turn to remote work meant that vehicles were left parked for potentially weeks, if not months. One of the areas that shows a positive trend is the decrease in car insurance claims.
Read full article
Go 4 Broker
Research on policy & regulatory implications of tokenisation in financial markets
The Intergovernmental Fintech Working Group (IFWG) announced the launch of Project Khokha 2, the second phase of a project designed to simulate a “real-world” trial of a distributed ledger technology (DLT)-based payments system.
Read full article
CPD Subscription Package
POPIA regulations – Don’t be left in the dark
With POPIA compliance becoming a reality this year, SA organisations need to educate itself and its staff on the provisions of the POPI Act, and how it will affect everyone in the work environment. Training is therefore a key aspect of your POPI Act compliance journey. MBSE’s online course provides key information on POPIA, the data protection principles of POPIA and how to apply these principles in daily business activities via an interactive learning experience.
Read full article
Signing Tool
Quality, not quantity, counts as far as social media marketing is concerned
The number of followers that financial advisers have is not a reflection of how likely they are to attract prospects from social media marketing. A social media expert highlights that sharing the right content is critical.
Read full article
Featured Positions
Administrative Assistant / Relationship Manager: Galilieo 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
Office Assistant: Moonstone Information Refinery, Stellenbosch. Moonstone requires an Office Assistant. The successful incumbent will be responsible to maintain an effective and accurate administration and support function in relation to all logistical functions within the Regulatory Examination Body and Moonstone Group in order to minimise delays and increase client satisfaction. Minimum requirements include at least 2 years administration and customer service experience.
Read more
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
Resourceful observations

All our readers who experienced massive downpours over the last few weeks may relate to this:

Thursday funnies 5

Some Covid tips(ies)

Don't let them take your temperature on your forehead as you enter the supermarket because it erases your memory. I went for health foods and cheese and came home with two cases of beer

It's a five-minute walk from my house to the pub.
It's a 35-minute walk from the pub to my house.
The difference is staggering

(Thanks for sharing, Roche Cowley)

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
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