MBSE launches training for FAIS representatives
MBSE launches training for FAIS representatives

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Moonstone Monitor | 5 September 2024
IN THIS WEEK'S ISSUE
Top stories
Massive interest in two-pot withdrawals puts administrators to the test
What medium and large administrators are charging for savings ‘pot’ withdrawals
Watch: MBSE launches training for FAIS representatives
In the news
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Cosatu wants urgent discussions with Treasury over changes to two-pot system
Ruling clarifies separate agreement fees under the National Credit Act
Health Minister refuses to say how NHI will be funded
Sanlam’s R2.4bn investment signals deeper ties with African Rainbow Capital
Estate provisionally sequestrated 13 years after pyramid scheme exposed
‘Severe consequences’ for employees involved in hacking taxpayer profiles
FSCA registers 88% of retirement fund rule amendments
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CPD – We are an authorised CPD provider
Class of Business training
Short courses – Popia, NCA, Fica, Entrepreneurship
Accredited qualifications – NQF 4 to NQF 8
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Industry positions
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In Lighter Wyn
Ancient history
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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.

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TOP STORIES
Massive interest in two-pot withdrawals puts administrators to the test
As the two-pot system rolls out, fund administrators are receiving a wave of withdrawal claims, highlighting the financial squeeze many are feeling.
Top story read button
What medium and large administrators are charging for savings ‘pot’ withdrawals
Administrators can look forward to a ‘windfall’ of R500 million to R1 billion a year in future tax years, says Keystone Actuarial Solutions.
Top story read button
Watch: MBSE launches training for FAIS representatives
This video explains the essential features of Moonstone Business School of Excellence’s new comprehensive RE 5 training.
Top story read button
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IN THE NEWS
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
In this video interview, Rudolph Geldenhuys, the FPI Financial Planner of the Year, shares how financial planning goes beyond technical expertise.
Itn read button
Cosatu wants urgent discussions with Treasury over changes to two-pot system
One of its four proposals is to allow members to transfer up to a third of their vested savings to their savings component.
Top story read button
Ruling clarifies separate agreement fees under the National Credit Act
Fees in separate agreements between a service provider and consumers are not automatically illegal, provided they are kept separate from the fees regulated under the credit provider’s agreement.
In the news 3 read button
Health Minister refuses to say how NHI will be funded
Motsoaledi insists that equalising healthcare shouldn’t be held back by funding concerns, and he challenges the assumptions behind the cost estimates.
In the news 4 read button
Sanlam’s R2.4bn investment signals deeper ties with African Rainbow Capital
Following its recent R6.5bn acquisition of Assupol, Sanlam wants to expand its footprint in the financial services industry with a 25% stake in ARC FSH.
In the news 5 read button
Estate provisionally sequestrated 13 years after pyramid scheme exposed
The High Court placed the estate of Adelaide Musa Duma under provisional sequestration for her role in TVI, once SA’s biggest pyramid scheme.
In the news 6 story read button
‘Severe consequences’ for employees involved in hacking taxpayer profiles
The Tax Ombud is investigating SARS for potential service failures in addressing eFiling hijacking, with a review under way to uncover systemic issues.
In the news 7 read button
FSCA registers 88% of retirement fund rule amendments
With 748 applications approved and only 98 pending, the Authority says it’s on track to finalise all outstanding matters by the end of the week.
In the news 8 read button
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Career opportunities
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CAREERS PLATFORM - INDUSTRY POSITIONS
 
Senior Commercial Underwriter & Senior Personal Underwriter for short-term insurance: Prive Financial Services Pty Ltd, Highlands North (JHB). Must be able to provide exceptional customer service and a high level of customer centricity, retention and loyalty by handling all admin functions on a existing clients and new business..
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Short-Term Insurance Commercial Lines Underwriter: Intasure (PTY) Ltd, Southern Suburbs,Cape Town,WC. A well-established Insurance Brokerage in Cape Town, Southern Suburbs requires the services of an office based Commercial Lines Underwriter.
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Short-Term Insurance Personal Lines Underwriter: Intasure (PTY) Ltd, Southern Suburbs,Cape Town,WC. A well-established Insurance Brokerage in Cape Town, Southern Suburbs requires the services of an office based Personal Lines Underwriter.
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Short-Term Insurance Claims Negotiator: Intasure (PTY) Ltd,Southern Suburbs,Cape Town,WC.A well-established Insurance Brokerage in Cape Town, Southern Suburbs is looking to recruit a Claims Negotiator.
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Commercial Underwriter (JG 8): Santam,Bellville. Work in this job family stream is concerned with managing commercial risk by providing specialist technical underwriting advice. COE is a highly technical role with strong client focus. The key focus is on underwriting new and existing business to maintain profitability while also creating a platform to aid the growth process.
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Domestic Underwriting: Cooke Fuller Insurance Brokers (Pty) Ltd, Kloof. The ideal candidate should be an assertive, deadline orientated individual with strong administration and good interpersonal skills.
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CAREERS PLATFORM - MOONSTONE POSITIONS
 
For career opportunities currently available at Moonstone please click the button below.
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IN LIGHTER WYN
Ancient history

Shoe Closet

 

Enjoying

MICK AND PADDY
A man at a horse race whispers to Paddy next to him, “Do you want the winner of the next race?”
Paddy replies: “No thanks. I’ve only got a small yard.”

Paddy and Mick found three hand-grenades and decided to take them to the police station.
Mick: “What if one explodes before we get there?”
Paddy: “We’ll lie and say we only found two.”

Paddy finds a sandwich with two wires sticking out of it. He phones the police and says: “I’ve just found a sandwich that looks like a bomb.”
The operator: “Is it ticking?”
Paddy: “No, I think it’s beef.”

Mick walks into Paddy’s barn and catches him dancing naked in front of a tractor.
“Oi Paddy, what are you doing?”
“Well, me and Mary haven’t been getting on in the bedroom lately, and the therapist recommended I do something sexy to attract ’er.”

Mick says to Paddy: “Christmas is on a Friday this year.”
Paddy: “Let’s hope it’s not the13th.”

Paddy is in the bathroom and Mick shouts to him: “Did you find the shampoo?”

Paddy: “I did, but it’s for dry hair and I’ve just wet mine.”
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