Post on 04-Feb-2016
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South Africa Association of Investors
Joyce Dimakatso Mpofu
Chairperson SAAI
Rationale
Background– Little investment by ordinary South Africans
– Need accessible learning about investments in a fun and social way
– Opportunity to build on existing informal associations
Concept based on international model Strategic partnerships with
– JSE Securities Exchange, Legae Securities, DTI –Empowerment Unit, Deutsche Securities, and women’s groups
Our Vision
To create a nation of competent investors – By unlocking untapped investment opportunities
– by providing a platform for members to learn investment skills in a
accessible and non intimidating way
– By encouraging shareholder activism
Mission
To provide programs, services and products designed to help people at all levels of knowledge to become successful, long term investors
Accessible, fun and non intimidating forum to remove mystery and fear, and to build confidence
Long term – platform for broadbased BEE & SRI
Organisational Structure
Investment Professionals
Sponsors Board of Directors
Board ofTrustees
SAAI Members
SAAI Members
SAAI Members
SAAI Members
Membership criteria
Anyone who has disposable income and wants to learn about investments
Particularly encouraged to be members:– SME women entrepreneurs
– Young professionals at the start of their careers
– Middle management professionals
– HDI’s
Starting Point
Individual
Informal Group
Formal Group
MembershipOptions
Couple
FamilyClub
Groups
Individual
Member Retention
Valuable Services
Frequent Communications
Fun !
SAAI Pathways to Investing
Company
Services Members:Individuals
and Couples
Members:Clubs
General Public
Investor’s Toolkit “Fun and Gains”
☺ ☺
E-Mail Newsletter
☺ ☺
SAAI Educational Seminars
☺ ☺ ☺(for a fee)
Website: Members’ Portal
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Special Events ☺ ☺
Technical Support to Clubs
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Articles ☺ ☺ ☺
Radio spots ☺ ☺ ☺
Website: public pages
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What’s in it for you?
In development
Yearly Membership Fees
Individuals R300
Couples R800
Family/Groups/Clubs (up to 10) R1500
Groups/Clubs/Companies (over 10) R3 000
Achievements to date
Institutional set –upMembership
– Individuals 35– Couples 10– Companies/clubs +1500
Monthly educational meetingsNewsletterWebsite
•Educational ActivitiesWebsite • Newsletter editions •Educational brochures•Educational seminars/ special events •Youth Financial Fitness camps•Educational material development•Formal SAQA compliant and assessed competencies-Case studies from membersGames, simulations and experiential workshops-Advocacy & lobbying ( Radio, TV and community newspapers, public campaigns)
Each regional chapter will have local person responsible for all SAAI activities with support from the national office.
SAAI NATIONAL OFFICE
Targets by year end 20063 Operational Divisions Membership, Education, FundraisingEach division headed by Project ManagerEducation programme membership target
Youth (600)Individuals, couples, families, stockvels (2500)Formal companies/associations (60)
Each Chapter has ownfinancial records
Core branding & strategic partnerships
Where we want to go
National Geographical SpreadEach province will have a regional chapter
- Regional Chapter Co-ordination Node – Johannesburg PHASE 1 -Current
-Regional Chapter Co-Ordination Committee – Durban PHASE 2
-- Regional Co-Ordination Committee – Cape Town – PHASE 3
Indicators of Success
Organisational development– Fully constituted regional chapter, Office space & equipment, staffing,
promotional materials, BOD quarterly meetings, funding for expansion
Membership– All categories +15 000, regional chapters in 9 provinces
Educational Activities – Development of 4 new educational tools, national seminars, workshops
Greater participation in formal investment (JSE) by HDI’s raised by 3-5% per annum
Shareholder activism levels raised
Opportunities
Developing the skills to upgrade the confidence to take on the risk of equity/money market & other investments as viable vehicles for savings and wealth creation
Country wide presence particularly outside major metropolitan areas – greater participation by HDI’s
Overcoming psychological barriers regarding financial technical matters
Benefits for Sponsors
Corporate transformation– Through partnering with SAAI, companies can contribute to
broadbased BEE and Financial Services Charter targets
Contribution to confidence & long term growth of the financial sector and ultimately the South African economy
Exposure to target market at SAAI presentations/seminars Promoting financial literacy at community level (CSI) Website exposure – hyperlinks to sponsoring company
websites Broad-based confidence in financial structures
Proposed Partnership – Sponsor & SAAI
Patron sponsor of SAAI Visibility/Presence at selected SAAI Educational
Seminars/Events Sharing experiences & information about established
‘mainstream’ investments & shareholder activism Co brand selected investor educational seminars/events
and co-sponsored activities Developing educational seminars to be administered to
Sponsor investors & employees for a prescribed fee
Strategic Partnerships formed Legae Securities
– 75% of launch costs– Offsetting a portion of our operational costs – Office space– Technical support – Co-sponsor national road show
Deutsche Bank – Venue and refreshments– Technical support – Other in kind support such as sponsoring a
conference at year end 2005
Africa Vukani– Co-developed a needs analysis form for SAAI members
– Provide technical investment education to our members
– Co-develop selected educational tools
JSE Securities Exchange– Venue and refreshments for educational seminars
– Widening access to JSE in terms of BEE
Strategic partnership formed
Strategic Partnerships formed
Satrix – In discussion together with JSE on Toolkit and Out Reach
programme
– Presence and technical input at selected SAAI events for a fee
– Input into SAAI website
Majorgraph Advertising– Once off logo design
Being pursued: BMF, SAWEN, DYF, Students Unions
What SAAI requests from Sponsor
Funding for national expansion programme for SAAI Official endorsement of initiative
– Where SAAI is able to utilise Sponsor’s logo on agreed material
Continuous and sustained presence and material at selected SAAI functions – Banner, any material for take home
Offer SAAI a business opportunity as a service provider of investment education to membership
Have a link, reference point/resource for advice and information support for website
Sponsor categories
Bronze - under R300 000 per annum Silver – R301 000 to R399 000 per annum Gold - R400 000 to R499 000 per annum Diamond – R500 000 to R549 000 per annum Platinum – R550 000 to R1 000 000 per annum Patronage – over R1-m per annum co-branding on products, events, regions vary
according to sponsor category. Full details available in attached letter.
Accountability
All training will be outcomes-based and SAQA compliant– All skills formally assessed
– All training evaluated in terms ROI
Skills transferred will be linked to measurable outcomes– Ultimate ROI will be made up of measurable
programmed activities.
Sponsors will have reports quarterly
Proposed partnership
We wish to engage with other organised investors and
cooperate with them on the continent
Our details….
Website: www.sainvestors.co.zaEmail: saai@mweb.co.za
Address: 61 Central Street, Houghton 2198, RSA
Telephone: +27 (0) 11 715 3585
Fax: +27 (0) 11 715 3701
Thank you…