ASISA content update

IIFA 2012 Conference

Janete — Thu, 01 Jan 1970 00:00:00 +0000

IIFA 2012 Conference

ASISA will host the International Investment Funds Association (IIFA) 2012 Conference in Cape Town from 20 to 28 October 2012.

Attendance to the conference is restricted to members of the IIFA.

Click here for further information about this conference.

International Investment Funds Association

Administrator — Thu, 01 Jan 1970 00:00:00 +0000

International Investment Funds Association (IIFA)

XXV Annual IIFA Conference, Stockholm, Sweden - September 2011

Presentations

Plenary Sessions

Plenary Session - Armin Kammel (456.53 kB)
Plenary Session - Susan Olson (258.23 kB)
Plenary Session - Leon Campher (713.89 kB)
Plenary Session - Tsuchiya (321.01 kB)
Plenary Session - H Janssen Daalen (150.53 kB)
Plenary Session - Joanne de Laurentiis (591.7 kB)
Plenary Session - Qi Zhang (608.68 kB)

Presentations

Presentation - Pia Nilsson (375.67 kB)
Presentation - Don Phillips (297.99 kB)
Presentation - Gary Palmer (865.83 kB)
Presentation - Eduardo Penido (504.75 kB)
Presentation - Kay Lee (297.84 kB)
Presentation - Oscar Franco (251.58 kB)
Presentation - Henrik Syse (41.12 kB)
Presentation - Andrew Clare (346.02 kB)
Presentation - Henry Lin (202.26 kB)
Presentation - Monica Cavallini (728.32 kB)

Other

IIFA Conference IOSCO (107.57 kB)
AFG Corporate Governance Document (531.61 kB)

Canadian Value of Advice 2010 report - available from www.ific.ca

Fundisa Fund

Administrator — Thu, 01 Jan 1970 00:00:00 +0000

Fundisa Fund

The Fundisa Fund is a dedicated educational savings account with a unique bonus feature. The bonus is an additional amount of 25% of your savings – to a maximum of R600 per year – which is added to your savings annually. The bonus has been made possible through a joint venture between government and various unit trust companies and is intended to help you afford a high quality, accredited qualification for your child or a learner of your choice at either a public college or a university.

Start saving now!

To find out more about the Fundisa Fund – click here

Town Hall Meetings, August 2011

Janete — Thu, 01 Jan 1970 00:00:00 +0000

ASISA Town Hall Meetings 2011

The Town Hall meetings are intended to keep ASISA members informed of the various issues that ASISA is dealing with on behalf of the savings and investment industry. The meetings are primarily targeted at ASISA members and their employees who would like to know more about what ASISA is working on as well as the new issues that our industry will face arising from policy and regulatory initiatives. Herewith the presentations given at the first Town Hall meetings held in Johannesburg and Cape Town.

Introduction - Leon Campher / Peter Dempsey (299.46 kB)

Engagement with National Treasury - A safer financial sector to serve SA better (464 kB)

Transformation - Trevor Chandler (235.48 kB)

Market conduct - Peter Stephan (595.1 kB)

Long term insurance - Anna Rosenberg (318.03 kB)

CISCA - Peter Blohm (224.5 kB)

RIDDAs - Rose Lightbody (347.5 kB)

Savings and Markets - Peter Blohm (209.52 kB)

Market operations - Johann van Tonder (175.13 kB)

Nominations Committee

Administrator — Thu, 01 Jan 1970 00:00:00 +0000

Nominations Committee

	HUGO ANTON NELSON - Chairman MBChB, MBA (Oxford), CFA Chief Executive Officer, Coronation Fund Managers
	Dr JOHAN VAN ZYL - Deputy Chair PhD/DSc (Agric) Group Chief Executive Officer, Sanlam Limited
	ANWAH NAGIA DTech Publ Man (hc) Chairman, Element Investment Managers (Pty) Limited
	NICOLAAS ABRAHAM STEFANUS KRUGER BCom, FFA, FASSA Chief Executive Officer, MMI Holdings
	PHILIP LEON CAMPHER B Econ Chief Executive Officer, ASISA
	ROB DOWER BSc (Eng) MBA Chief Operating Officer, Allan Gray
	WILLIEM THERON B.Compt (Hons) CA (SA) Chief Executive Officer, PSG Konsult Group

Financial Sector Charter

Administrator — Thu, 01 Jan 1970 00:00:00 +0000

Financial Sector Charter

The Financial Sector Charter (FSC) was signed in 2003 by the Minister of Finance as well as nine trade associations that represented the financial sector at that time. Currently ASISA represents its members on the FSC Council Board and the Johannesburg Stock Exchange and also in consultation with the South African Insurance Association (SAIA) acts on behalf of the reinsurers.

Following the signing of the FSC, it was gazetted under section 12 of the Broad-Based Black Economic Empowerment (BBBEE) Act 53 of 2003. The FSC Council Board was formed with representatives from organised labour, community, government (Department of Trade and Industry and National Treasury), Association of Black Securities and Investment Professionals (ABSIP), as well as the various trade associations. The board represents the primary governance mechanism for empowerment in the sector and is supported by a secretariat.

The FSC came into effect in January 2004. At the time it was a landmark achievement for the financial sector as this sector was amongst the first economic sectors to agree on a voluntary code for transformation.

In 2007, the DTI gazetted the generic code (DTI Codes of Practice) under section 9 of the BBBEE Act. Section 9 Codes have compulsory application to government departments while section 12 Codes have voluntary application.

A process of alignment was initiated soon after the gazetting of the generic code to align the current FSC to the provisions of the DTI Code, in order to gazette a Financial Sector Code under section 9.

Included in the code is a provision for making products and services available to low income earners. Such products and services need to meet standards aligned to being low cost, efficient, simple and accessible to consumers.

ASISA and its members have designed two such products that meet these fundamental needs, make it easier for consumers to look after their money and improve their lives in meaningful ways. These are:

The Fundisa Fund, a low cost, education savings plan which includes a bonus to incentivise investors to save for a learner’s tertiary education.

To find out more about the Fundisa Fund select the link below

Zimele branded products, which aim to help low income earners easily identify life insurance products that are appropriate and offer fair value.

To find out more about the Zimele branded products select the link below

Archived Media Release - 2010

Administrator — Thu, 01 Jan 1970 00:00:00 +0000

2010

15 DECEMBER 2010
Fundisa Fund rewards those saving for a child's higher education
Click here to download PDF

13 DECEMBER 2010
The earlier you insure your life the lower your premiums (Consumer Education)
Click here to download PDF
Click here for Afrikaans version of this media release

8 DECEMBER 2010
ASISA prepared to walk the growth path as a collective
Click here to download PDF

1 DECEMBER 2010
Time to adjust your financial plan to the recent drop in interest rates (Consumer Education)
Click here to download PDF
Click here for Afrikaans version of this media release

17 NOVEMBER 2010
Protect your family’s financial dignity in case of death and disability
Click here to download PDF
Click here for Afrikaans version of this media release

17 NOVEMBER 2010
South African life and disability insurance shortfall remains critical
Click here to download PDF
Click here for Afrikaans version of this media release

9 NOVEMBER 2010
New tax rules to govern key person insurance policies for 2011
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28 OCTOBER 2010
Fixed interest funds attract bulk of R29-billion net inflow (CIS industry stats as at end September 2010)
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13 OCTOBER 2010
Consumer Education Media Release, Fictitious policies
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12 OCTOBER 2010
Association for Savings and Investment South Africa (ASISA) & Actuarial Society of South Africa
Click here to download PDF

2 SEPTEMBER 2010
Make responsible investing part of your policies, new draft Code tells intitutional investors
Click here to download PDF
Click here for Afrikaans version of this media release

2 SEPTEMBER 2010 (Life industry stats as at end June 2010)
Life industry reports a steady decline in surrender and lapse rates
Click here to download PDF
Click here for Afrikaans version of this media release

3 AUGUST 2010
Investors continue to shun equity investments (CIS industry stats as at end June 2010)
Click here to download PDF
Click here for Afrikaans version of this media release

21 JULY 2010
Life insurers stop record number of fraudulent and dishonest claims
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Click here for Afrikaans version of this media release

15 JULY 2010
ASISA launches think tank to help grow SA savings
Click here to download PDF
Click here for Afrikaans version of this media release

30 JUNE 2010
New living annuity standards to protect pensioners
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Click here for Afrikaans version of this media release

12 MAY 2010
Survive tough times by facing your financial demons with courage
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5 MAY 2010
Nervous investors lose out as market timing fails (CIS industry stats as at end March 2010)
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Click here for Afrikaans version of this media release

29 MARCH 2010
The potential impact of the draft Regulation 28 on retirement annuities
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4 MARCH 2010
SA life industry shows clean bill of health (Life industry stats as at end December 2009)
Click here to download PDF
Click here for Afrikaans version of this media release

18 FEBRUARY 2010
Hedge fund industry unites under ASISA umbrella
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3 FEBRUARY 2010
Investors fail to time the markets, again! (CIS industry stats as at end December 2009)
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Click here for Afrikaans version of this media release

3 FEBRUARY 2010
Can you really afford the high price of sitting in cash?
Click here to download PDF
Click here for Afrikaans version of this media release

Archived Media Release - 2008

Administrator — Thu, 01 Jan 1970 00:00:00 +0000

2008

27 NOVEMBER 2008
Fundisa pays R390 000 reward to parents who save
Click here to download PDF

12 NOVEMBER 2008
Long-term diversification still not a priority for local investors (FCIS industry stats as at end September 2008)
Click here to download PDF

22 OCTOBER 2008
Ensuring relevance of savings and investment industry top priority for new association
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Click here for Afrikaans version of this media release

16 OCTOBER 2008
Collective investments inflows rise R10 billion to R19.9 billion (CIS industry stats as at end September 2008)
Click here to download PDF

13 OCTOBER 2008
Tough regulations a blessing in disguise for South Africa's financial sector
Click here to download PDF

South Africans serious about saving for education despite hardships
Click here to download PDF

Archived Media Release - 2009

Administrator — Thu, 01 Jan 1970 00:00:00 +0000

2009

DECEMBER 2009
ASISA Media Conference Presentation
Click here to download file

15 DECEMBER 2009
Tips on saving and creating wealth from captains of industry
Click here to download PDF

8 DECEMBER 2009
SA to host prestigious global insurance medicine congress in 2010
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Click here for Afrikaans version of this media release

2 DECEMBER 2009
South Africans serious about saving for education
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11 NOVEMBER 2009
Rand strength drives institutional investors into foreign equity funds (FCIS stats as at end September 2009)
Click here to download PDF
Click here for Afrikaans version of this media release

10 NOVEMBER 2009
Stop life insurance fraud by guarding your personal details
Click here to download PDF

28 OCTOBER 2009
Money market unit trust funds the biggest losers in third quarter (CIS industry stats as at end September 2009)
Click here to download PDF

29 SEPTEMBER 2009
New business slows, but life industry remains healthy (Life industry stats as at end June 2009)
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Click here for Afrikaans version of this media release

15 SEPTEMBER 2009
A tough new generation of asset managers to weather future storms
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17 AUGUST 2009
Stronger Rand encourages investors to seek foreign diversification (FCIS stats as at end June 2009)
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23 JULY 2009
Equity funds attract net inflows for three consecutive quarters (CIS industry stats as at end June 2009)
Click here to download PDF
Click here for Afrikaans version of this media release

16 JULY 2009
Pick your money market fund with confidence
Click here to download PDF

7 JULY 2009
Life industry foils fraudulent and dishonest claims worth millions
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Click here for Afrikaans version of this media release

11 JUNE 2009
S-Reference Update
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21 MAY 2009
ASISA announces full board of directors
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7 MAY 2009
Collective investment schemes attract new flows of R79 billion over 12 months (CIS industry stats as at end March 2009)
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6 MAY 2009
Life industry gets the go-ahead to standardize critical illness disclosure
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8 APRIL 2009
Adviser research reveals investors with nerves of steel
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31 MARCH 2009
SA life insurers and policyholders show resilience to global woes (Life industry stats as at end December 2008)
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12 MARCH 2009
Free telephonic HIV pre-test counselling for SADC
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4 MARCH 2009
Global collective investment schemes record first outflows in six years
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5 FEBRUARY 2009
South Africans continue to invest despite global crisis fears (CIS industry stats as at end December 2008)
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Retirement Reform

Administrator — Thu, 01 Jan 1970 00:00:00 +0000

Please find presentations from the seminar available for download below. All presentations are supplied in Adobe Acrobat format. Click here to download the programme from the event [600KB]