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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.

ANY QUERIES?

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OUR OFFERING

IN THE MEDIA

Decoding COFI: Helping our members prepare

Posted on 11 April 2024

Ensuring a smooth transition to the Conduct of Financial Institutions (COFI) Bill hinges on preparation. Here is how we’ve been helping our members navigate the forthcoming regulatory changes. The COFI Bill has sparked significant concern among independent financial advisors ...

Decoding COFI: Navigating the new licensing landscape

Posted on 15 March 2024

A pivotal change anticipated with COFI is the comprehensive revamp of the licensing requirements for financial institutions. This article delves into these changes and offers valuable insights for financial service providers (FSPs) to prepare for this transformation. Amid ...

Decoding COFI: Giving teeth to TCF

Posted on 16 February 2024

In the first article of our COFI series, we explore how the upcoming legislation aims to bolster Treating Customers Fairly (TCF) within the financial services sector. Although still in its second draft, the COFI Bill is unlikely to change its approach to TCF, and this allows ...

Empowering businesses through our Enterprise and Supplier Development programme: The case of AIB Brokers

Posted on 13 February 2024

In partnership with the Old Mutual Black Distributors Trust in 2022 and Old Mutual Insure in 2023, Masthead has been assisting AIB Brokers, a financial services provider (FSP) based in Gqeberha, on a journey of growth for the last two years. AIB Brokers’ story clearly ...

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REGULATORY LIBRARY

FSCA Communication 13 of 2024: Submission of annual financial statements and other statutory returns by Financial

FSCA Notices - 3 April 2024

Circular 16 of 2024: Update Demarcation Exemption Renewal Framework

Health - 28 March 2024

FSCA Press Release: The FSCA publishes Statement on Consumer Vulnerability

FSCA Notices - 19 March 2024

FSCA INS Notice 3 of 2024: Exemption of Microinsurers from rule 2a.6.1 of the policyholder protection rules (long-term insurance), 2017

FSCA Notices - 4 March 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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B-BBEE CERTIFICATE

Masthead is a level 1 B-BBEE contributor.

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