Choosing the best FAIS compliance risk management solution for your business is serious stuff - the wrong option could be very costly, if not fatal.
Moonstone offers you a choice between a comprehensive, support or consultation service. All of these are backed by Moonstone`s unique MyCMS™, an on-line platform providing 24/7 access, whatever your needs may be.
The FAIS Act requires that whoever wants to render financial advice or intermediary services in South Africa needs to be approved by the FSB and licensed accordingly.
Moonstone is an officially recognised body, is empowered by the Financial Services Board to handle both Category I and II license applications. Moonstone is also entrusted by the FSB to actively assist FSPs with license profile changes.
Our vast experience in finalising over a third of all successful FAIS license applications in South Africa provides you with the assurance that you are in very capable hands. We understand the needs of the Independent Advisor, and strive to provide the most efficient service currently available by avoiding unnecessary work for applicants.
We charge the same fees as the FSB, except that we are obliged to add VAT.
Please Click here for more detailed information and costs
Information Refining
The continued existence of a robust and healthy financial services environment is entirely dependent on the provision of truly independent, unbiased advice and information from independent financial advisors.
As our future is entirely dependent on this happening, you can rest assured that we will continue to innovate, support and contribute wherever we feel that we can make a positive contribution to your success.
Please Click here for more information on our information refining services.
Training
Not even a sniffer dog would have been able to get you through the constantly changing minefield cleverly disguised as training requirements over the last four years, unless of course you are an expert in edu-speak.
Moonstone Intellectual Capital (MIC), an Inseta accredited Training provider (Nr 130122), offers you free expert assistance, guidance and practical advice on qualifications, training and fit and proper credit matters including RPL training (recognition of prior learning).
The following documents provide information, or can be used to register for training with us:
Choosing the best FAIS compliance risk management solution for your business is serious stuff - the wrong option could be very costly, if not fatal.
The FAIS Act requires that whoever wants to render financial advice or intermediary services in South Africa needs to be approved by the FSB and licensed accordingly.
The continued existence of a robust and healthy financial services environment is entirely dependent on the provision of truly independent, unbiased advice and information from independent financial advisors.
Not even a sniffer dog would have been able to get you through the constantly changing minefield cleverly disguised as training requirements over the last four years, unless of course you are an expert in edu-speak.
