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Moonstone Monitor | 18 February 2021
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IN THIS WEEK'S ISSUE |
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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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"A man is but the product of his thoughts what he thinks, he becomes."
- MAHATMA GANDHI
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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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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.
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YOUR PRACTICE MADE PERFECT |
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Lockdown has positive impact on car insurance claims |
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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.
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YOUR PRACTICE MADE PERFECT |
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POPIA regulations – Don’t be left in the dark |
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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.
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CAREERS PLATFORM |
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Featured Positions |
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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. |
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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. |
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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. |
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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. |
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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. |
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IN LIGHTER WYN |
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Resourceful observations |
All our readers who experienced massive downpours over the last few weeks may
relate to this:
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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)
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