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Old Mutual’s Circle of Distinguished Advisers 2019

11 December 2019 Old Mutual
Front row from left to right: Krish Sunderlall, Archana Nagasar, Beth Oosthuysen, Steve van Rooyen, Glen Mukheibir
Second Row from left to right: Deon Schoeman, Hennie van Zyl, Gideon du Plessis, Johan Swart, Henri le Grange
Third Row from left to right: Len Strauss, Bernhard Visser, Willie Horn, Tony Hurlbatt, Andre Oberholder
Back Row from left to right: Carel Roccon, Renier de Waal, Marius Nel, Roy Beck, David Horn

Front row from left to right: Krish Sunderlall, Archana Nagasar, Beth Oosthuysen, Steve van Rooyen, Glen Mukheibir Second Row from left to right: Deon Schoeman, Hennie van Zyl, Gideon du Plessis, Johan Swart, Henri le Grange Third Row from left to right: Len Strauss, Bernhard Visser, Willie Horn, Tony Hurlbatt, Andre Oberholder Back Row from left to right: Carel Roccon, Renier de Waal, Marius Nel, Roy Beck, David Horn

Old Mutual Personal Financial Advice is proud to congratulate its most professional and forward looking financial advisers who qualified for the Circle of Distinguished Advisers for 2019.

This initiative – which is now in its 9th year – has very high qualifying standards that advisers must adhere to (for example, advisers must be CFP certified and must maintain this designation). Membership is awarded following annual audits that include quality of advice, and a focus on client centricity and professionalism.

 

Quick Polls

QUESTION

Is the commission procurement rule introduced via clause 5.14 of the Amended Financial Services Sector Code (AFSSC) an important piece of the transformation puzzle?

ANSWER

The clause’s implementation coincides with an increase in the minimum spend targets, which further complicates matters
Many FSPs still view the AFSSC as a matter of choice and consequence rather than compliance
Transformation represents a great opportunity for growth and penetration by brokers
Brokers are unlikely to find their commission business yanked away from them by insurers looking to influence procurement scorecards
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