Workshops and Seminars – Port Elizabeth

To register for any of the workshops below, click here


Treating Customers Fairly: Management Information

Are you able to demonstrate to the Regulator that treating customers fairly is at the core of your business? By using the ‘right’ management information in the ‘right’ way, you will be able to show the Regulator that treating customers fairly is at the core of your business.

In this seminar we will guide you in identifying the methods needed to demonstrate that TCF is an intrinsic part of your business culture. You will learn how to measure and analyse your Management Information and use this to identify development areas.

After attending this seminar, you will have clearer understanding about what information should be kept up-to-date to ensure a culture of treating its customers fairly across all business operations (TCF Outcome 1) and in turn build a sustainable business.

Who should attend: All key individuals, business owners and key staff

Cost: R425.00 (incl. VAT)

Seminar hosted on:

  • 10 July |  09h00 – 12h00 or 13h00 – 16h00 | George
  • 17 July |  09h00 – 12h00 or 13h00 – 16h00 | Port Elizabeth

Risk Management

What would the FSB regard as a risk? In this seminar we use lessons from real life FSB on-site visits to guide us on what the FSB regards as risks.

We’ll take you through a step-by-step process to identify the regulatory and business risks in your business. We will look at risks in each area of the business including; strategic; operational; human resources; financial; marketing; advice and customers.

You will also be guided on how to rate the severity of the risk and calculate the impact on your business.

Who should attend: All key individuals, business owners and key staff.

Cost: R425.00 (incl. VAT)

Seminar hosted on:

  • 22 August | 09h00 – 12h00

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:

+27 21 686 3588

E-mail:

 info@masthead.co.za