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Enjoy the benefits

of a well-run business.

Overview

To grow a profitable and sustainable business, the right systems, tools and processes are required, together with the skills to run a business. Practice management is about equipping the business owner to deal with the challenges of running an advisory business and achieve optimal results both now and in the future.

Practice management helps the business owner attain goals such as more time, increased profit, increased productivity, expanded employee skills or improved overall morale. It develops a business to support the owner’s personal and business goals. And, as a well-run financial advisory business has excellent potential to be sustained by a successor, the business becomes a saleable asset with capital value.

Our practice management programme is based on the international best business practice principles of E-Myth Worldwide and customised for local use. It incorporates sound business processes that integrate with FAIS compliance requirements.

Presented in a forum designed to stimulate knowledge-sharing among independent financial advisors (IFAs) and industry colleagues, our programme helps our clients develop solutions most suited to their business. Attendees are able to immediately implement unique strategies and processes directly into their business. Our consultants are also at hand to help identify opportunities for development within businesses.

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OUR OFFERING

IN THE MEDIA

How to navigate the new IT Governance and Cybersecurity Standards

Posted on 9 July 2024

Two recent joint standards will require financial institutions to sharpen their information technology (IT) risk management and cybersecurity risk policies. Here is a brief overview of the standards and how Masthead can assist FSPs in ensuring compliance and enhancing cybersecurity ...

Decoding COFI: What FSPs can learn from the insurance industry

Posted on 5 July 2024

While the Conduct of Financial Institutions (COFI) Bill and Omni-CBR (Conduct of Business Return) will revolutionise the financial services sector once it becomes effective, it’s not the first time an industry has had to adapt to significant regulatory changes. In the ...

Is your FICA compliance up to scratch? How legal practitioners can bolster their RMCPs

Posted on 11 June 2024

Accountable institutions, including legal practitioners, can expect an increase in Financial Intelligence Centre (FIC) inspections following South Africa’s greylisting by the Financial Action Task Force (FATF) in February last year. However, few legal firms have proper, ...

Decoding COFI: Key insights from our recent audits

Posted on 10 June 2024

In anticipation of the Conduct of Financial Institutions (COFI) Bill and Conduct of Business Return (Omni-CBR) reporting, we have intensified our focus on Treating Customers Fairly (TCF) outcomes in our financial service provider (FSP) audits since last year. While our clients ...

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REGULATORY LIBRARY

2024 FSCA – 3-year Regulation Plan

FSCA Notices - 8 July 2024

FSRA: Rules made by ombud council for ombud for financial service providers

FSCA Notices - 1 July 2024

Latest news: Ombud council publishes new rules for FAIS Ombud, including increase of maximum compensation limit to R3.5 million

FAIS Ombud Determinations - 1 July 2024

Ombudsman for short-term and long-term insurance Annual Report 2023

Insurance - 28 June 2024

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MASTHEAD IS

A national supplier of risk management services to independent financial advisors and other licensed financial service providers (FSPs). Established in 2004, we help our clients overcome their risk management challenges so they can grow and thrive in an increasingly regulated industry. Providing professional guidance and practical support, our team of specialists is passionately committed to delivering tangible solutions.

Why Masthead?

CONTACT US

Phone:

021 686 3588

E-mail:

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