FPI Exhibition Attracts Major Financial Services Companies
With almost 1200 registered delegates, this year's Financial Planning Institute (FPI) Convention is expected to deliver even more value for attendees and again be a highlight of the financial planning calendar.
For the first time a professionally organized exhibition will run over the two days 30 & 31 May and already has more than 20 companies exhibiting their existing and new products. Organised and managed by exhibition specialists NichePro, the exhibitors include:
* Alexander Forbes
* Astute
* Celestis
* Centre for Financial Planning Law (University of the Free State)
* Coleso Legal Technologies
* Damelin School of Banking & Insurance
* Financial Services Board
* Global Property Solutions
* Juta & Co
* LexisNexis
* Liberty Life
* Momentum
* Old Mutual Investment Group
* Prior Learning Centre (Pty) Ltd
* Glacier by Sanlam
* Sanlam Investment Management
* Spotlight Interactive
* TRIALPHA
Information on the offerings includes:
Alexander Forbes Seniors Finance & SF HELP: SF HELP is a home equity release loan. The concept of home equity release has been running successfully overseas in countries such as Australia, New Zealand and the UK for many years. The concept allows the owner of residential property to extract equity from his property by offering the property as security for a loan that is typically paid out as a lump sum. During the term of the loan, the borrower continues to own and enjoy the benefits of living in his own home. www.seniorsfinance.co.za
Astute: Currently used by some 18 000 financial advisers nationally and in Namibia, Astute assimilates information from companies offering life assurance, disability and investment products for use by advisers undertaking proper financial planning in terms of the Financial Advisory & Intermediary Services Act (FAIS).
Celestis: With over 20 compliance officers, Celestis is the largest provider of Compliance services to financial advisors in SA. Team members are located in the major SA centres. They completed in excess of 2 500 compliance audits and FSB reports last year and expect to top this figure during 2007.
The Financial Service Board (FSB) stand will concentrate on FAIS Department related issues. Our emphasis will be on the new FAIS structure in terms of which three separate Departments were created. These Departments are FAIS Registration, FAIS Supervision and FAIS Enforcement Department. We will explain the functions of each department, and provide the contact details of the personnel in each department. From supervision side we will provide an update on the Registration process and the progress on the FIT and Proper requirements beyond 2009. On Supervision side we will provide information on the financial statements, compliance reports and the current FICA onsite reviews. On Enforcement side we will concentrate on issues surrounding debarring of representatives and FAIS Ombuds determinations. We will also address general FSB queries.
LexisNexis content, tools and expertise deliver a unique portfolio of offerings designed to help you succeed:
*Risk Management: Essential online tools that reduce your exposure to business risk through access to information and verification of data
* Research Solutions: Accurate, precise content from trusted sources you can rely on
*Compliance and Training: Leading workshops and seminars, auditing and consulting to keep your organisation compliant with changing rules and regulations
Old Mutual Investment Group: 4 stands: consisting of:
Your business, your way: If youre considering putting your entrepreneurial skills to the test in the financial services world, Old Mutual has an exciting opportunity for you to take advantage of the chance to open your own Old Mutual Agency Franchise and do business your way, backed by one of the worlds leading financial services companies.
Max Investments: Visit us and see the Mini CD containing the "Pay Yourself First" tool, where we show clients how to convert the things they won't miss into the things they always wanted, by simply paying themselves first.
Retirement Planner/Folder: Targeting those FAR FROM RETIREMENT, NEARING RETIREMENT and the SELF EMPLOYED. This folder contains different sales aids to help you plan for your retirement, no matter what age group you are in.
Glacier by Sanlam: Glacier brings together some of the most respected financial services companies as product providers, offering intermediaries and their clients the benefits of an integrated, focused financial company. Our wide range of solutions includes investments, shares and fixed interest instruments, estate planning and comprehensive asset protection. Glacier has arranged plasma screens to demonstrate web functionality designed to assist the intermediaries to better service their. We will also be making some of our research publications available at the convention.
Sanlam Investment Management: The products and services offered by Sanlams Investments Cluster that will be made available to delegates attending the conference include:
* Sanlam Collective Investments
* Sanlam Private Investments
* SIM Global
* Sanlam Multi-Manager International
* Sanlam Asset Management (Ireland)
* Sanlam Employee Benefits
TriAlpha is a dynamic asset management house with an absolute return bias and a track record of investment performance since 1997. We offer a range of multi-manager hedge funds, boutique funds covering all major asset classes and innovative portfolio solutions including a bespoke service. We also have a very active and successful structured note desk. Our clients include institutions and high net-worth families. TriAlpha with operations in Jersey, London and South Africa is a wholly owned subsidiary of the Stonehage Group.
