OCTOBER BREAKFAST
08:30-09:30 | 6 OCTOBER, 2023
What does the future advisory business look like by forming a strategic alliance with Prime, which is 100% independent advisor-focused?
As Independent Financial Advisors, we continually seek ways to elevate our client offerings and sharpen our edge. Prime Investments might hold some answers to these questions:
- How can you offer your client better financial solutions and outcomes?
- How can you reduce your clients' costs and taxes like CGT by partnering with Prime?
- How do you blend the best multi-manager solutions with Prime compared to other providers?
- How can you earn better revenue streams locally and internationally?
- How can you make your practice more valuable and easier to manage?
The clock is ticking... don't miss this Friday's must-attend presentation, where these key questions will be addressed in an open presentation.
PANEL: Shane Peters from Prime Investments with Johann and Alex from SAIFAA
TOPIC: Working with an independent investment partner
Why Should You Attend?
Prime Investments isn't just another financial services group. They are a uniquely Africa-based company dedicated to the empowerment of the financial services market. Rooted in principles of accountability, fairness, integrity, honesty, and trust, Prime offers specialized independent administration capabilities and investment management prowess.
Their mission, like ours, is to uplift and empower—attributes inspired by the rich tapestry of diverse people within their organization. Their scalable and sustainable business model serves not just for short-term gains but for long-term prosperity.
Topics covered will include:
- How independence sets Prime apart in local capital markets
- The edge Prime's existing investment infrastructure provides
- Corporate governance and oversight principles to look out for
- Making profitability achievable through scaled operations
Prime brings a wealth of experience across:
- Collective Investment and Other Investment Portfolios
- Pension Funds and Administration
- Annuities
- Preservation Funds
- Alternative Investments
- Deployment of Capital
Through strategic partnerships, they’ve replicated their proven model in 44 jurisdictions, with a hub in Mauritius.
Do the core values and strategies align with what you're seeking in a partner for your independent advisory business?
Come find out how SAIFAA and Prime Investments can offer you avenues for long-term, sustainable economic growth.
RSVP today to reserve your spot, and feel free to submit any questions you may have for Shane. We look forward to sharing insights and fostering fruitful discussions for the betterment of our community.
These one-hour networking events will allow us to keep in touch with each other and hear from a new keynote speaker each month. We have always believed that we are stronger when we stand together, just like the water buffalo. As our world has changed in the last 18 months, we believe that these events will form a strong foundation for our community going forward.