This CD bundles 2 publications and over 100 templates that will enable you to manage your financial services business practice effectively and efficiently.

1. The Environment and Concepts

This publication covers the features, legislation and distribution approaches that need to be employed by a financial service provider to operate successfully and in a consistent and sustainable manner in South Africa.

It includes the following sections:

• The Environment
• Features of the South African Financial Services Industry
• South African Regulatory legislation
• Different distribution approaches that can be followed

2. Practice Management Principles

This section covers the business principles, guidelines and practices required to operate successfully as an FSP in the current South African financial services market. It includes the following sections:

• The Business
• Licensing and Compliance Provisions
• Management
• Personnel
• Software as a Business Management and Marketing Tool
• Office Administration
• Information Management
• Distribution
• Product Service
• Customer Care
• Complaints Management
• Financials
• Contingency Plans

The manual is in VirtualBook® format, which has numerous features that make using the publication more enjoyable:

• Aids such as: post-it Notes, Bookmarks, Highlighters and a Spell Checker and Thesaurus.
• Chapters can be accessed directly by hyperlinks from the Table of Contents; by using the forward and back arrows; or through links within the text.
• A Search engine provides a comprehensive word, string and Boolean search facility
• Context sensitive Help is available at the click of the mouse.

In addition, the publications include an integrated Query function which facilitates questions to Moonstone at the click of a button.