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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

Empowering IFAs Through Masthead’s ESD Programme: The Story of Griizmahn (Pty) Ltd

Posted on 6 February 2025

From building strong compliance practices to implementing effective management systems, the journey of Griizmahn (Pty) Ltd, a Durban-based financial service provider (FSP), highlights the impact of strategic support in helping independent financial advisors (IFAs) succeed. ...

What advisers need to know about regulatory examinations

Posted on 21 January 2025

Publisher: Citywire Written by Eleanor Becker Who needs to take them, why, and how to avoid being scammed. Regulatory examinations (REs) are essential to any financial adviser’s journey. Citywire South Africa looks at who needs to sit these exams and how to avoid being ...

Masthead Hosts MasterClass to Help Businesses Future-Proof Their Operations

Posted on 28 October 2024

From Omni-CBR (Conduct of Business Return) insights to succession planning, Masthead’s Cape Town MasterClass, Future-Proof Your Business: Gain Insights into Tomorrow’s Challenges, provided independent financial advisors (IFAs) with valuable lessons on navigating an evolving ...

Key Individual Programme© – How to start your own FSP

Posted on 4 September 2024

Starting your own financial services provider (FSP) practice is an exciting venture that allows you to be your own boss, set your own hours and offer bespoke advice to your clients. However, opening your own business and applying for a FSP licence can be complex and time-consuming. ...

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REGULATORY LIBRARY

Joint Advisory: Directive 9 of 2024 on implementation of the travel rule to enhance transparency in crypto asset transactions takes effect on 30 April 2025

FIC/AML - 17 April 2025

Media Statement: Regulator launches online reporting platform for security compromises

POPI/Information Regulator - 7 April 2025

PCC 50A – Guidance on the measures required for the mitigation of loss of intelligence data due to reporting failures

FIC/AML - 31 March 2025

Directive 3A – Notification of failure to report as required by the FIC in terms of the FICA

FIC/AML - 31 March 2025

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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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B-BBEE CERTIFICATE

Masthead is a level 1 B-BBEE contributor.

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