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Moonstone Monitor |
25 March 2021
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| IN THIS WEEK'S ISSUE |
| From the Crow's Nest |
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| Your Practice Made Perfect |
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| Technologically Speaking |
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| Regulatory Examinations |
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| Careers Platform |
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| In Lighter Wyn |
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"There
is nothing like a dream to create the future."
- VICTOR HUGO
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ADVERTORIAL
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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.
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| FROM THE CROW'S NEST |
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PwC identifies macro trends in the future of financial
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The COVID-19 pandemic has led to unprecedented challenges for the financial services industry, creating massive new disruptions
and dramatically accelerating others that were already underway. A PwC report highlights 7 macro trends that financial services firms
need to consider to properly plan for the future.
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| YOUR PRACTICE MADE PERFECT |
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CMS and FPI host webinar on Covid-19 as PMB |
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The Council for Medical Schemes in collaboration with the FPI will host a webinar on Tuesday, 30 March 2021 to inform healthcare brokers
and members of medical schemes about the latest developments and legislation governing COVID 19.
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| TECHNOLOGICALLY SPEAKING |
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Social media financial advice - Dangers to highlight to your
clients |
What are the hidden dangers of taking financial advice from social media platforms? According to Nomi Bodlani, head of strategic markets at Allan Gray,
social media has opened the door for scammers and fraudsters to manipulate the emotions of users in order to get at their money.
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| CAREERS PLATFORM |
| Featured Positions |
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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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