Update your Business Plan
FSPs should start planning and considering the needs of their business for 2024 by reviewing and updating the Business Plan according to the aims, scope and changes in the business and changes in regulation.
Strategic Planning 2024 – KIs and Successors
A reminder to all FSP’s that Masthead has a new Key Individual Programme, that is a specialised 12-month programme intended for future managers, KI’s and other successors in the FSP.
The Programme will help attendees gain the understanding and skills needed to manage the day-to-day responsibilities of a Key Individual in an FSP and fulfil the duties of a KI as set out in the FAIS Act in a practical and efficient manner that ensures compliance with the Act, delivers good outcomes to customers and protects the FSP business against related risks.
For more information on the Key Individual Programme and how to enrol, click here.
CPD Progress
FSPs, KIs and Reps are reminded that they should be on track with achieving the required number of hours for CPD. The deadline to meet the minimum number of required CPD hours is 31 May 2024, and it is advisable that steady progress is made towards achieving this. For more information on the various accredited CPD activities that Masthead offers, please get in touch with us at info@masthead.co.za or contact your Masthead Compliance Officer.