2018 SAICA Retirement Funds & Investments - Seminar
Λ TOP
Who Should Attend
Retirements auditors, asset managers, trustees, finance, regulators and any other interested party
Λ TOP
Overview

This year's seminar will focus on the current economic conditions, mainly how the market volatility impacts retirement funds, savings and investments. Given the implementation of the Twin Peaks which was effective 1 April 2018, what has changed and how is the FSCA different to the FSB - What are the major amendments impacting the industry? We will also look into sustainability issues and how these impact investments, retirements and savings and why should investors care?

Λ TOP
Outline

Industry Interest

  • South Africa's market volatility and its impact on retirements
  • FSCA: Any regulatory changes impacting the industry
  • Sustainability and climate change. and why should investors care?
Λ TOP
Programme
08:00 - 09:00 Registration and refreshments
09:00 - 09:45 Sustainability and why you should care
09:45 - 10:30 FSCA: Regulatory amendments impacting industry
10:30 - 11:00 Tea Break
11:00 - 12:30 Market volatility and impact on Investment, retirement and savings
12:30 - Seminar ends
Λ TOP
Speaker

Bronwyn Williams is a Trend Translator and Future Finance Specialist for Flux Trends
Bronwyn has over a decade's experience in marketing management and trend research, working predominantly with brands in the financial and B2B industries.
Since 2011, Bronwyn has collaborated with Flux Trends, on a number of projects, lending her research and writing skills to the Flux trend reports and presentations, including The Fragmented Future of Finance, Virtual Money, So You Want to Hire a Millennial?, Digital Burnout, From Bricks to Clicks and Gen Z: the Real Game Changing Generation; in addition to ghost-writing Dion Chang's The New Urban Tribes of South Africa book, published by Pan MacMillan.
Prior to working with Flux Trends, Bronwyn worked as the Publisher of the South African office of the Agora Group, one of the world's largest independent financial publishing houses, headed up by the international New York Times best-selling author Bill Bonner. In this role, Bronwyn managed the largest circulation South African financial newsletters and worked closely with a network of local and international financial thought leaders, giving her access to a wealth of 'insider' insights on how the world of money really works.
Today she is pursuing a Masters in Economics through the University of London, with a focus on post-crash markets.

Loshni Naidoo BSc Eng (Chem), BComm (INF), MBA, PGDip (Future Studies)
Loshni is the Integrated Reporting Project Director at SAICA, the South African Institute of Chartered Accountants. Her focus at SAICA is to support its members, the broader finance community and society with information and tools to progress the conversation on sustainability, integrated thinking and integrated reporting. Loshni began her career as a chemical engineer and worked for several years in the production and project environments; mainly in mining and chemicals manufacturing. Later, she moved into the accounting and finance fields, where her focus was on providing integrated reporting, and sustainability advisory and assurance solutions to a diverse array of organisations. She also serves as an independent non- executive director on WESSA's Board, and is the Chair of its audit, risk and assurance committee.


Stephan Pretorius

Stephan is an associate director at Deloitte Africa. He is an experienced retirement fund auditor and his experience includes working on large retirement fund assignments in South Africa and Australia. He has previously presented at SAICA retirement fund annual updates as well as written articles on topical issues within the retirement fund space. He has also obtained experience of the retirement fund industry throughout Africa.




Langa Madonko Investment Principal, Capital raising and Investor relations of Summit Africa
Langa is a Niche Alternative Investment Manager focused on delivering superior financial returns to investors on a risk adjusted basis whilst achieving meaningful socio-economic impact and Transformation through investment in Private Equity and Social Infrastructure. He is responsible for Investor Relations, Capital Raising and Training. He has over 11yrs experience in Financial Services and Management consulting previously with JP Morgan and Mckinsey in the US. He is a commentator on Radio and TV on various subjects on Finance from Equity Markets across Africa to Cryptocurrency and Impact Investing. He also serves as an Advisor and Mentor to several small businesses and Nonprofits. Langa serves on the SAVCA sub committees for Training and Regulatory Affairs.

Candice Holland Director: Risk Advisory Africa
Candice is a Director in the Risk Advisory practice in Deloitte South Africa, focusing predominantly on Regulatory and Legislative Compliance by providing end to end solutions and regulatory integration and optimisation projects. She has significant experience in regulatory compliance, including across the African continent. She has over 13 years' experience working in both the public and private sectors across various industries including Financial Services, Consumer Business and Manufacturing to name a few.



Fatima Vawda Founder and Managing Director of 27four Investment Managers and chairperson of JSE stockbroker Legae Securities
Fatima holds an MSc in Applied Mathematics and has over 25 years' experience in financial markets. She has over the years received numerous accolades both domestically and internationally, having won the Ernest & Young World Entrepreneur Southern Africa Emerging Category award in 2016. Fatima is active in transforming the South African financial services landscape and was instrumental in launching SA's first Black Asset Manager Incubator in 2007. She is also an active member of the Association of Black Securities and Investment Professionals (ABSIP) and represents the industry body at the Financial Sector Charter Council. Fatima is also a Director of the Association of Savings and Investments South Africa (ASISA) and is a member of the Nedlac Task team on National Social Security.


Λ TOP
Dates And Venues
DateRegionVenueBooking
Tue, 24 JulJHBFNB Conference and Learning Centre, SandtonReserve a place
Tue, 24 JulWebcastWebcastReserve a place
Λ TOP
Investment
Face-to-face
R1000 (incl 15% VAT) per member
R1200 (incl 15% VAT) per non-member

Webcast
R500 (incl 15% VAT) per member 
R600 (incl 15% VAT) per non-member
Λ TOP
CPD

This seminar counts towards a maximum of 3.0 hours of verifiable CPD. Please record your CPD hours on the CPD system accessible via the SAICA website, alternatively please bring your membership card to the presentation.

Λ TOP
How To Enrol

Book Online:Please note that the 'Book Online' button is disabled as you will need to be logged in to register for the event.
Log In: To log in, you will need your username and password.
Username and password: If you are a SAICA member or a non-member having attended a SAICA event previously, you would automatically have been assigned a username and password. If you have forgotten your username, please call the SAICA Contact Centre for assistance.
Register as a website user: If you are not a SAICA member or have never attended a SAICA event, you will need to register as a new user on the website. Your login details will be emailed to you and after you have updated your details you will be able to register for the event.
Add multiple attendees: If you would like to add multiple attendees, you will be required to log in and have the ID numbers or SAICA membership numbers of the attendees you wish to register. If you enter an ID number that does not exist on the database, it is a quick process to register the delegate as a user first and then add them as an attendee.
Bill to company: If you would like your company to be billed for the event, please ensure that the 'Work Company' details under your profile are correct.

Λ TOP
Investment / Fee
TypeAmount
Member R 1 000,00
Non-memberR 1 200,00
Webcast memberR 500,00
Webcast non-memberR 600,00
Λ TOP
Terms And Conditions

Standard Terms and Conditions of Business

Introduction
These terms and conditions will apply to all bookings for a seminar or conference or workshop or webcast or similar event organised or to be organised by SAICA or any of its Representatives and marketed as such ('Event'). All bookings will be subject to a confirmation by SAICA and once confirmation of a booking has been sent the booking will be confirmed.
  1. Bookings and Confirmations
    1. Bookings can only be done online. Once submitted such booking shall be deemed to be confirmed and as such, SAICA's payment and cancelation terms as set in clauses 3 and 5 below shall apply.
    2. SAICA shall generate and send a tax invoice to the booked delegate as further confirmation of the booking.
    3. If an individual has booked an Event but does not receive an invoice until 3 (three) working days prior to the Event date, it is the responsibility of the individual to contact the SAICA Call Centre on 011 621 6600 or 0861 SAICA and follow-up on the booking.
  2. Payment and Refunds
    1. Payment for bookings shall be made in advance.
    2. The price of the Event will be the price displayed under the Fees section of the brochure. The price shall include Value Added Tax.
    3. After payment is made, individuals must submit their proof of payment, clearly stating the invoice number that appears on the invoice. Proof of payment should be emailed or faxed to the person whose name and contact details appear under the Contact Details section of the brochure or alternatively emailed to debtors.se@saica.co.za.
    4. Proof of payment must be submitted no later than 2 (two) working days prior to the date of an Event. Individuals who have booked within 7 (seven) or less working days prior to the date of an Event must produce proof of payment on the day of the Event unless proof of payment was submitted to, and receipt thereof was confirmed by, SAICA.
    5. Payment shall be made by electronic funds transfer, or direct deposit to a bank account to be designated on the invoice, or by credit card payment using the payment facility on the SAICA website.
    6. Individuals shall not be entitled to receive a refund of the Event fee except in circumstances where -
      1. there was an overbooking by SAICA;
      2. or the Event was cancelled.
  3. Cooling-off Period
  4. All payments by means of an electronic transaction shall be subject to section 44 (Cooling-Off Period) of the Electronic Communications and Transactions Act No 25 of 2002, as amended. As such, individuals shall be entitled to cancel this agreement without reason or penalty within 7 (seven) days after the date of the booking.
    1. If the cooling-off period under clause 7.1 does not apply, and a person is a consumer protected by the Consumer Protection Act No 68 of 2008 and the person makes a booking as a result of direct marketing, then that person shall be entitled (under section 16 (Consumer's right to cooling-off period after direct marketing) of the Consumer Protection Act) to cancel this agreement within five (5) business days after the date of the booking by completing and sending to SAICA the notice attached hereto as Annexure A.
  5. Cancellations
  6. Individuals wishing to cancel a booking must send a written cancellation notice to the person whose name and contact details appear under the Contact Details section of the brochure. Telephonic cancellations will not be accepted.
    1. All cancellations received less than 8 (eight) calendar days prior to the date of the Event shall incur a cancellation fee of 50% (fifty) percent of the Event fee.
    2. Individuals who have booked for an Event but fail to cancel, or transfer (in accordance with 7 below) or substitute (in accordance with 6 below) a booking shall remain liable for the booking and as a result thereof forfeit the Event fee.
    3. No cancellation fee shall be levied by SAICA on cancellation of a booking for reasons of death or hospitalisation.
    4. Failure to a) cancel within 4 working days of the event and/or; b) not show up at a free event; shall attract an administration fee of R350 free events and R650 for paying events.
  7. Substitutions
    1. Individuals are entitled to substitute bookings that have been confirmed. Only written substitution requests will be considered. Telephonic requests for substitution will not be accepted.
    2. A request for substituting an individual for another must be submitted to SAICA in writing 24 (twenty four) hours before the date of the Event. No late substitution requests will be considered. Requests for substitution must be sent to the person whose name and contact details appear in the Contact Details section below.
    3. Non-members who substitute a member will be liable for the difference between the member Event fee and non-member Event fee.
  8. Transfers
    1. Requests for the transfer of a booking to a different Event venue or Event date or different Event ('Transfer') shall be made in writing to SAICA. Requests for Transfers must be made to the person whose name and contact details appear in the Contact Details section below. Telephonic transfers will not be accepted.
    2. No charges will be levied for a Transfer unless a request for a Transfer is received 15 (fifteen) working days after the first booking, in which case an administration fee of R300 (three hundred rand) shall be charged..
    3. Transfer requests received within 3 (three) working days prior to the Event date shall be subject to a charge amounting to 50% (fifty percent) of the Event fee.
  9. Limitation of Liability
    To the extent allowed by law, SAICA shall not be liable to any person whatsoever in respect of any loss or damage caused by or arising from any fact or circumstance beyond the reasonable control of SAICA, or which is consequential or incidental or damage of whatever nature and howsoever arising from or in connection with any booking. To the extent allowed by law, SAICA's liability shall in any event and under all circumstances be limited to the refund of the Event fee.
Λ TOP
Contact Details
Event Administrator
Telephone: 08610 SAICA or 08610 724 22
Email: saica@saica.co.za
Website: www.saica.co.za
Like us on Facebook Follow us on Twitter Follow us on YouTube
Quick Nav
» Who Should Attend
» Overview
» Outline
» Programme
» Speaker
» Duration
» Dates And Venues
» Investment
» CPD
» How To Enrol
» Investment / Fee
» Terms And Conditions
» Contact Details

Other Seminar(s)
» 2016 Valuations
» 2018 Complimentary Public Sector Information Session
» 2018 SAICA-ASB GRAP Update 2
» 2018 SAICA IFRS Update
» 2018 SAICA Third Party Reporting
» 2018 SAICA Ethics
» 2018 Audit of Accounting Estimates updated edition
» SAICA Audit Back to Basics 2/2018
» 2018 Tax simplification: Understanding the impact of tax complexity
» 2018 Medical Schemes