Astute News 2008 - Issue 2

DISCOVERY LIFE HEALTH INTEGRATOR
Discovery Life’s Health Integrator PayBack will soon be displayed on the Astute website.
Users will be able to see the details of the Payback on their clients’ policies. These details include the Last Payback Accrual Date, Payback Value and Payback Due Date and will be displayed under the Investment Detail section on View 3 of the Astute website. So keep a look-out …

REGENT LIFE UPDATE
We announced in Newsletter 12/2007 that Regent Life will be the 14th content provider on Astute. Regent Life will bring to the Astute service a new spectrum of individual life products. These will be available once integration testing is complete.

We look forward to bringing Regent Life aboard!

TRAINING
Free Astute training sessions will be conducted in the following areas during March and April 2008, depending on the number of nominations received:

Training consists of the following:

* Functionalities on the Astute home page
* Requesting and retrieving product information on the Astute website
* Administration
* Interpreting the Astute screen views

As we will be explaining how to analyse and interpret information available on Astute, it is important that you have a general knowledge of products in the market.

As a result, you will be issued with a pre-training study guide. If you do not have the necessary knowledge, please complete all of the assignments and bring the completed study guide to the training session. Nominations close one week before the training date.

Please send your nominations to
CPTadmin@astutefse.com
Clearly indicate your name, surname, contact details and the ID number of the registered Astute user, as well as the area where you would like to attend training. The study guide and venue details will be e-mailed to you once your nomination has been received.

ASTUTE PROMOTIONS
Prospecting is an integral aspect of a Financial Planner’s practice - hence Astute’s commitment to assist the financial adviser with the right tools and information to supply the clients’ with the correct financial advice.

Our promotions, like the recent tax year-end promotion, aim to create opportunities within your existing client base. We are also planning networking sessions in various areas this year. Further detail will be sent to you shortly.

FINANCIAL ADVISER FORUMS
We will be hosting a Financial Adviser Forum in Johannesburg on 18th March at 13:30. The Forum facilitates input from financial advisers to inform us of any enhancements, requirements or additional products they would like to see on Astute. They are also able to discuss matters of concern – you talk, and we listen!

Please let elmarie@astutefse.com know should you wish to form part of this forum, bearing in mind that space is limited.

A similar session will be held in Cape Town on the 16th of April and you can email hduplessis@astutefse.com should you wish to participate in Cape Town.

COMPLIANCE / ADMINISTRATION MATTERS
Update your personal contact details

You are kindly requested to make sure that your contact details on the Astute database are correct. This will enable us to contact you in the event of a compliance audit, financial matters etc.
To update your details: 1) login to the system, 2) under “My Personal Details” click on “Update my details”. After updating the contact details click on 3) “Submit”.

Monthly statements and tax invoices

Astute’s monthly statements and tax invoices are sent by e-mail in a “pdf” format. We, however, rely on e-mail systems for the successful delivery of the document. Please make sure that your e-mail address is correctly noted on your account contact details for this purpose.

To update your account contact details:
1) Login to the system;
2) Under “Administration” click on “User Management”;
3) At the bottom of the list click on your account to load it into the right-hand panel;
4) You need to click on the icon of the pad with the pen to make changes;
5) After updating the contact details click on “Submit”.

Please note that if you subscribe to Astute as a member of FIA, FPI, IFANET, LUASA or MASTHEAD and are currently not receiving your statements, send an e-mail with the contact details of your account administrator to accounts@astutefse.com.

Kind regards
The ASTUTE Team

Disclaimer
Astute cannot guarantee the accuracy of the content of this electronic communication, which is provided for general information purposes only. You should verify any of the information you intend using before making any decisions. Astute will not accept responsibility for any direct or indirect loss or damage you may suffer as a result of using or relying on any information in this newsletter.