Billy Seyffert, the chief operating office of Moonstone Compliance, breaks down the key regulatory and compliance developments of 2024 and what’s on the horizon for 2025. Whether you’re a financial adviser, insurer, or an accountable institution under the Financial Intelligence Centre Act (FICA), this discussion offers valuable insights into the changes shaping the compliance landscape. Billy covers the following topics:
- How financial advisers should navigate the two-pot retirement system
- Challenges in the funeral insurance regulations
- FICA compliance: how are the different accountable institutions faring?
- Cyber security: unpacking Joint Standards 1 and 2