We are excited to announce our upcoming October Breakfast with SAIFAA (BwS) session, and this one is not to be missed!

FOCUS - What to Expect During an FSCA Audit and Other Important Matters in the Life of an IFA

On 4th October, Shirley Smith, one of our own members, will be sharing her firsthand experience of an FSCA Audit.

This is a rare opportunity to hear directly from someone who has recently been through this process and to gain valuable insights into what you can expect.

In addition to Shirley’s presentation, we’ll be diving into some of the most pressing topics affecting the management of an IFA practice in South Africa, including:

• Keeping up with product developments and accreditation requirements.
• Your relationship with product providers – the highs and lows.
• Staying competitive with other distribution channels such as direct marketing, tied agents, and banks.
• Follow-up on Brydal Martin’s research on succession planning.
• 6700 Pro-bona campaign for 2025.
• And any other topics you’d like to bring to the table.

This is your chance to connect with your peers, share your experiences, and discuss the challenges and opportunities facing the IFA community.

Mark your calendars and join us for this informative and interactive session!

Date: Friday, 4 October, 2024
Time: 08:30 - 09:30

We look forward to seeing you there and engaging in another insightful conversation as we continue to learn, grow, and strengthen our practices together.