1 year ago

Blue Chip Issue 80

  • Text
  • Fintech
  • Technology
  • Dfm
  • Equity
  • Management
  • Schroders
  • Advisers
  • Planning
  • Financialservices
  • Momentum
  • Asset
  • Wealth
  • Investing
  • Portfolio
  • Global
  • Advisors
  • Infrastructure
  • Funds
  • Retirement
Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition. Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.

On the money Making

On the money Making waves this quarter A matchmaking investor platform like no other | Activating aptitudes, lifelong learning and continuous development | Digital solutions for financial advisors Iress launches platform to connect modern investors with listed companies Last year was termed the investor boom, as first-time investors started trading to earn extra income or replace the loss of income due to lockdown pressures. The market grew to an all-time high, making up 15% of the global retail investor community, and presented opportunities for newly-listed companies to connect with tech-savvy investors seeking sustainable investments. With the launch of Iress’ investor relations, South African listed companies can engage with investors in a richer, personalised way by sharing sustainability reports, strategic business insights and uploading corporate videos to showcase their community initiatives on the Listcorp platform. The ABCs of CPDs Continuous Professional Development (CPD) is a lifelong learning process, where a financial planning professional systematically engages in activities that maintain your aptitudes required for professional practice. CPD is compulsory and applies to all What qualifies as CPD? 1Life, an alternative solution for financial advisors members, whether in public practice, industry, commerce, education, the public sector or any other field as well as those retired from practice. As a professional member, you are required to obtain 35 CPD points for every reporting period. The reporting period is 12 months and starts on 1 June each year and ends the following year on 31 May. FPI members must obtain the minimum CPD requirements during the reporting period. CPD hours obtained during a certain cycle can only “The Listcorp partnership is valuable to investors as they can discover and research companies in a social media style format, giving access to more accurate and useful information for free. Plus, they can message the company through the platform to become an instant investor,” says Stuart Campbell, head of sales for Iress, South Africa. This collaborative matchmaking investor platform is like no other. It allows companies to broadcast up-to-the-minute news that modern investors can review on their phones and make calculated long-term investments that ultimately align with their wealth goals to become financially independent. Visit to find out more be claimed for that cycle. A minimum of five CPD points must be on Ethics and Practice Standards. As a member you may claim for CPD activities that are relevant to the knowledge, skills and abilities as recorded in the FPI Financial Planner Competency Profile and Code of Ethics and Practice Standards. These activities include: • Attending FPI CPD events • FPI approved CPD programmes from other providers • Online courses or programmes • Webinars • Professional reading Visit for more information and for a detailed list of defined activities. For all new member or non-member enquiries email: 1Life, an alternative solution for financial advisors When you join 1Life as a financial advisor partner, you have automatic access to Vantage, our digital solution for financial advisors. It is one of the first, fully comprehensive solutions in South Africa. Through Vantage, we accept both limited and comprehensive underwriting within 35 minutes. This is enabled by straight-through processing and no medicals on fully underwritten life, dread disease and disability cover. Our limited underwriting process allows for only six medical questions to be completed and the addition of an HIV test, simplified through a saliva test at the nearest Clicks store. 10 The solution is fully integrated, meaning that it uses the 1Life Plan (FNA) to ensure rapid processing and appropriate risk and investment product selection. 1Life Plan also incorporates affordability modelling on top of life stage planning. 1Life Vantage can be accessed from any smart device and it enables you to conclude business completely remotely and engage with your client in real time, anywhere and anytime. We leave you with more time to attend to the advice process, while we unlock a host of value for your clients. On top of this we offer four unique commission models with daily commission payments. For further information please visit or email

On the money Making waves this quarter ETF listed on JSE in 2021 | Humans Under Management | #lovechange CoreShares lists global ETF on the JSE The Johannesburg Stock Exchange (JSE) recently announced the listing of CoreShares Total World Stock Feeder Exchange Traded Fund (ETF), giving South African investors exposure to large-, mid- and small-cap stocks across 25 developed and 24 emerging markets. This is the third ETF to list this year and brings the number of ETF listings on the JSE to 81 with a total ETF market capitalisation of R109.5-billion. The ETF will track the FTSE Global All Cap Index, comprising over 9 000 constituents across 10 sectors. “We have also priced the ETF to be a cost leader within this category with an expected forward TER of only 0.29%,” says Gareth Stobie, MD of CoreShares. Valdene Reddy, director of Capital Markets at the JSE, Humans Under Management SA The third Humans Under Management (HUM) SA conference (held virtually this year) has a focus on the behavioural aspects of investing and financial planning. HUM founder Andy Hart, says that the conference is unique in that it is, “organised by financial advisors for financial advisors”. Headlining an exciting speaker list this year is Morgan Housel, author of recently released book, The Psychology of Money. Housel is a partner at the Collaborative Fund, a US venture capital firm and is a former award-winning columnist with Motley Fool and Wall Street Journal. Other international speakers include Andy Hart from the UK; strategic consultant, Dennis Moseley-Williams and client experience specialist Julie Littlechild, both from Canada. Dr Gizelle Willows CA(SA), has welcomed the listing of the CoreShares Total World Stock Feeder ETF on the JSE, pointing out that it will offer diversification benefits to South African investors. founder of consultancy, Nudging Financial SAVE THE DATE: Behaviour, and teacher at UCT, will share her 15 September sage perceptions of investor behaviour. 2021 Nine South African financial planners are set to reveal their hard-earned insights and experiences on a range of themes including: How to Position Fees with Clients (Wouter Fourie); Doing Succession Successfully (Ebrahim Moola); Lifestyle Financial Planning (Dirk Groeneveld); Making your Brand Work (Nonhlanhla Nxele); Younger Advisors, Older Clients (Tiffany Havinga); Life Planning and Coaching (Keith McDonald); Forging the Path of Independence (Gugu Sidaka and Palesa Dube) and Positioning Investments with Clients (Johannes Landman). For tickets and more on the event, visit www.humansundermanagement/southafrica2021 We’re celebrating 10 years of #lovechange Thank you for choosing BrightRock When we started our change-loving company a decade ago, it was in the aftermath of the 2008 recession. A crisis that called into question the invulnerability of financial institutions. The global corporations tasked with protecting people’s money had failed to do so. It was also a time when new technologies enabled people to take control of their lives. BrightRock saw an inherent opportunity to use technology and people’s desire for control to be the architect of its needs-matched money products – thus helping people navigate change in their own lives. We pay claims that other product providers wouldn’t be able to pay, and where they can, we often pay out more than they would. Now covering over 2.8-million lives, 5 000 contracted independent financial advisors and more than R350-billion total cover in force, BrightRock has grown into a financial services institution of scale over the past decade through our needs-matched approach to insurance. With your support, BrightRock is poised to continue growing and innovating, to find better ways to meet your clients’ financial needs throughout their lives, and to change our industry for good. Love Change! Schalk Malan, CEO, BrightRock BrightRock Life Ltd is a licensed financial services provider and insurer. Company registration no: 1996/014618/06, FSP 11643. Terms and conditions apply.

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