1 March sees the introduction of new regulation for South Africans already living overseas or looking to move overseas. In a one-hour webinar, Georgina Smith chats to Tim Powell about how we got here and the likely motivations behind these decisions.
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As of end of July, INN8’s Head of Distribution, Georgina Smith, is one of 100 people to have swum around the treacherous Cape Point – but to her, it’s all about conquering fears.
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Over the past few months, we have had to adapt unlike ever before. Defining our company culture goal – to create an environment where different people with a digitally-first mindset feel at home – has helped with this transition.
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INN8 is aware that the credit bureau Experian, which provides credit data to many financial services institutions, was impacted by a data breach recently. We urge you to take additional precautions to safeguard your personal information.
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I see a great deal of wealth managers in my working week. With every adviser firm I visit there is usually a lady or gentleman who is front of house and who greets me.
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While our own international travel might be curtailed for the next few months, it doesn’t mean your money can’t still find new opportunities and even in a time of negative sentiment, market volatility, and frightening forecasts the reasons for investing offshore still hold true, explains Head of Proposition, Michael Summerton.
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In a continuation of our last RDR session, this hour-long webinar offers insight into the proposals regarding changes to the Cat 2 licence.
Georgina Smith, INN8’s Head of Distribution, is once again joined by Jennifer Anderson, our Head of Product, and they unpack the different types of investment management being tabled, how DFMs fit in, and if it’s likely that the Cat 2 requirements are going to get stricter.
For those advisers using a Cat 2 to sign client instructions, you may need what the regulator calls a “mandate for convenience” – and the duo helps you to understand what this means.
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Are you up to speed with RDR papers published in December? Do you understand the impact they could have on your practice?
This June, join Georgina Smith, INN8’s Head of Distribution, as she chats to Jennifer Anderson, Head of Investment Platform and Communications, about the latest developments on all things RDR.
The one-hour crash course will cover the latest developments on all things RDR, from adviser categories and independence, licensing, model portfolios, and category 2 licenses, to gap filling and using products outside of your home group.
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I see a great deal of wealth managers in my working week. With every adviser firm I visit there is usually a lady or gentleman who is front of house and who greets me.
Continue reading
I see a great deal of wealth managers in my working week. With every adviser firm I visit there is usually a lady or gentleman who is front of house and who greets me.
Continue reading