Issue 33 (2 of 2014) | R30.00 (incl.VAT)
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Contents
LETTER FROM FPI MOVERS AND SHAKERS UNDER 35
growth through
Official journal of the Financial Planning Institute of Southern Africa
innovation
13
SUBSCRIBE TODAY
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One year subscription (4 issues)
8
Hardi Swart, CFP®, 26
10
Vumile Msweli, CFP®, 27
12
Kyle Jacobs, CFP®, 28
14
Dr Liezel Alsemgeest, CFP®, 33
16
Famida Singh, CFP®, 33
20
Yashika Rambujan, CFP®, 33
22
Warren Wheatley, CFP®, 35
26
FPI News and Events
40
CLIENT ENGAGEMENT EMPLOYEE BENEFITS
42
The impact of retirement reform on financial advisors
44
Restructure of provident fund retirement benefit
Healthcare
FREE to FPI members 50
Email marketing@fpi.co.za to subscribe. FPI membership number:
NHI: Toward affordable healthcare for all
Investment 54
There is value in an investment advisor
58
Where have all the predators gone? Hedge funds poised for a come-back
Company:
Practice Management
VAT no: Title: Initial: Surname:
60
Growth through mentorship
62
Don’t fear the tech: The benefits of technology for financial planning
66
Safeguarding your corporate information in a BYOD world
Regulation
Postal address: 68
Fee structures
Code: Tel: Fax: E-mail:
Signature:
The Financial Planner www.fpi.co.za Telephone: 086 1000 FPI (374) Tsholofelo Dihutso, CPRP Communications and Events Specialist tsholo@fpi.co.za
Editorial enquiries: media@fpi.co.za
Membership queries: membership@fpi.co.za
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Advertising: Michael Kaufmann michaelk@comms.co.za 021 555 3577
Opinions expressed in this publication are those of the authors and do not necessarily reflect those of this journal, its editor or its publishers, COSA Communications. The mention of specific products in articles or advertisements does not imply that they are endorsed or recommended by this journal or its publishers in preference to others of a similar nature, which are not mentioned or advertised. While every effort is made to ensure accuracy of editorial content, the publishers do not accept responsibility for omissions, errors or any consequences that may arise therefrom. Reliance on any information contained in this publication is at your own risk. The publishers make no representations or warranties, express or implied, as to the correctness or suitability of the information contained and/or the products advertised in this publication. The publishers shall not be liable for any damages or loss, howsoever arising, incurred by readers of this publication or any other person/s. The publishers disclaim all responsibility and liability for any damages, including pure economic loss and any consequential damages, resulting from the use of any service or product advertised in this publication. Readers of this publication indemnify and hold harmless the publishers of this magazine, its officers, employees and servants for any demand, action, application or other proceedings made by any third party and arising out of or in connection with the use of any services and/ or pro-ducts or the reliance of any information contained in this publication.
Michelle Baker michelle.baker@mediamarx.co.za
The Financial Planner magazine is published by COSA Media, a division of COSA Communications (Pty) Ltd. www.comms.co.za