Alexforbes looks to partner with independent advisers
Alexforbes looks to partner with independent advisers

 

 


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Moonstone Monitor | 29 August 2024
IN THIS WEEK'S ISSUE
Top stories
Banks defend lending criteria amid accusations of discrimination
Alexforbes reinvents adviser partnerships: a strategic shift to empower best advice
Court enforces restraints of trade in dispute between wealth management firms
In the news
MBSE’s top achievers balance work and study in financial planning
Finance Minister publishes FSP levies for 2024/25
Moonstone Compliance's beneficial ownership webinar is fully booked
Court rules on FAIS Act exception argument in dispute over commission
Municipality ordered to pay R750 000 for pothole accident injuries
Final legacy RA exemption conditions published
Discovery Bank hits milestone of 1 million clients
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ADVERTORIAL
GTC banner 2023-10-02
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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
Banks defend lending criteria amid accusations of discrimination
The government takes banks to task over what it sees as unfair lending practices, proposing mandatory disclosures of declined home loans.
Top story read button
Alexforbes reinvents adviser partnerships: a strategic shift to empower best advice
Alexforbes is enhancing its relationships with independent advisers through targeted partnerships and a focus on building trust and value.
Top story read button
Court enforces restraints of trade in dispute between wealth management firms
The judgment shows that ‘reasonable apprehension’ can tip the scales in favour of enforcing trade restraints and confidentiality agreements.
Top story read button
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IN THE NEWS
MBSE’s top achievers balance work and study in financial planning
Emily Broodryk, Rion Malan, and Francois Mostert share why they found it rewarding to study for the Higher Certificate in Wealth Management at MBSE.
Itn read button
Finance Minister publishes FSP levies for 2024/25
Entities supervised by the FSCA are in for an increase of 6%.
Top story read button
Moonstone Compliance's beneficial ownership webinar is fully booked
Please send us an email if you want to access the recording of the webinar.
In the news 3 read button
Court rules on FAIS Act exception argument in dispute over commission
The judgment clarifies aspects of the FAIS Act, particularly regarding the nature of ‘advice’ and ‘intermediary services’.
In the news 4 read button
Municipality ordered to pay R750 000 for pothole accident injuries
A municipality’s responsibility for road maintenance does not automatically make it liable for failing to meet that duty.
In the news 5 read button
Final legacy RA exemption conditions published
Commentators did not raise any significant concerns in their responses to the draft conditions, the FSCA says.
In the news 6 story read button
Discovery Bank hits milestone of 1 million clients
Within five years of operation, Discovery Bank has differentiated itself in a competitive market by leveraging its shared-value model and innovative financial products.
In the news 7 read button
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Career opportunities
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CAREERS PLATFORM - INDUSTRY POSITIONS
 
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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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.
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CAREERS PLATFORM - MOONSTONE POSITIONS
 
For career opportunities currently available at Moonstone please click the button below.
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