What's Happening?

Facebook Twitter Youtube Linkedin

NEED HELP? QUESTIONS@FIA.ORG.ZA

become A FIA member TODAY
member login

#FIAAdviceSummit 2019 – Collaboration Breeds Success. Highlights, Podcasts, and Interviews

ARTICLE BY

  • FIA

SHARE THIS POST

The #FIAAdviceSummit took place on 10 October at Emperors Palace, in Gauteng, where Brokers, Insurers, Suppliers and other industry greats were in attendance. 

This one-day conference is aimed to provide delegates with insights into the latest trends, intelligence and thinking to help them differentiate themselves and to provide correct advice to the consumer. Partner activations, networking opportunities and 7 CPD hours were on offer. 

With this years theme being Collaboration Breeds Success, it was exactly that as those in attendance were provided with presentations and exhibitions of the highest calibre around the theme. 

Delegates arrived early on the day to enjoy the partner activations:

  • Freshly brewed coffees courtesy of Guardrisk.
  • 1Life ensured the registration process was seamless.
  • Delicious cupcakes and donuts celebrating CIB’s 25 years in the industry.
  • Hollard provided an exciting augmented reality experience.
  • Momentum kicked the day off with a healthy start of freshly pressed juices.
  • PG Glass held various competitions, showed the delegates their new windscreen product and sponsored the DJ for the networking afterwards. 
  • Acuideas had a whole bunch of goodies and some tasty popcorn on offer
  • Auto & General delighted everyone’s taste buds with their chocolate tasting. 
  • Videography was powered by Constantia Insurance. 

Delegates were able to access the dedicated Wi-Fi courtesy of Sasria, while Elite Risk and Western ran a social media competition and lucky ticket underneath two unsuspecting delegates seats respectively. 

It really was a great day out, but could not have been made possible without the generous support from our partners. A massive Thanks goes out to you all. 

 

1Life, CIB, Discovery, Elite, Hollard, Acuideas, Auto & General, Constantia, FMI, Guardrisk, Momentum, PG Glass, Sasria and Western.

Photos of the Advice Summit may be viewed here. 

Advice Summit Highlights clip

Guest interviews (Powered by Constantia Insurance)

Interview: Caroline Da Silva | Divisional Executive: Regulatory Policy at the FSCA

Interview: Dr Adrian Saville | Chief Executive at Cannon Asset Management 

Interview: Jonjon Smit | Executive head of Sales & Marketing CIB

Interview: Lana Ross | Executive head of Business Insurance at Discovery Insure

Interview: Riaan Geldenhuys | Origin Financial services

Interview: Heidi Dias | Executive P&C Distribution and Claims, Constantia Insurance

Interview: Roelf Meyer – PPGI (Public and Private Growth Initiative)

Interview: Volker von Widdern | CEO, Constantia Insurance

Interview: Kobus Wentzel | Executive Head of Sales and Distribution at 1Life

Interview: Christelle Colman | MD, Elite Risk Acceptances

Interview: Neil Kirby | Director at Werksmans Attorneys.

Interview: Kevin Easles | Executive Head, Marketing & Sales, Guardrisk general Insurance

Interview: Peter Olyott | President of the FIA 

Interview: Jean Naude | Director at Independent Claims

 

 

Speaker talks (Podcasts)

Peter Olyott | President of the FIA 

PPGI (Public and Private Growth Initiative) by Roelf Meyer.

Q&A on the PPGI (Public and Private Growth Initiative) by Roelf Meyer.

The power of a personal brand – Grow your brand – increase your bottom-line by Christelle Colman | MD, Elite Risk Acceptances (Brought to you by Elite Risk Acceptances).

The National Health Insurance Bill, 2019: Possible Flashpoints Emerging from the Bill by Neil Kirby | Director at Werksmans Attorneys.

Risk Management & understanding the relationship between broker & UMA now and into the future by Jonjon Smit and Andres Meszarich | Executive head of Sales & Marketing CIB and Hereford respectively. (Brought to you by CIB).

Using behavioural economics to achieve collaboration by Lana Ross | Executive head of Business Insurance at Discovery Insure. (Brought to you by Discovery).

The Necessity for Collaboration (at claims stage) as part of your Client’s Risk Mitigation Strategy by Jean Naude | Director at Independent Claims.

The future of digital in the insurance industry by Kobus Wentzel | Executive Head of Sales and Distribution at 1Life (Brought to you by 1Life)

2020 Vision: In Sight of the new deal? by Dr Adrian Saville | Chief Executive at Cannon Asset Management (Brought to you by Hollard)

Demystifying Discretionary Investment & Fund Management in SA – DIMs Panel Discussion 
Florbela Yates – Head at Momentum Investment Consulting
Rafiq Taylor – Head of Implemented Consulting at Glacier Invest
Pierre de Klerk – Boutique Investment Partners
Roeloff Horne – Director & Head of SA Portfolio Management – Miton Optimal
Allan Geddie- Head Investment Sales and Distribution at PortfolioMetrix
Kevin Hinton – Founder and director at The Collaborative Exchange

Data privacy in cloud by Neal Botje | Enterprise account manager McAfee

Conduct supervision – The universal theory of everything by Caroline Da Silva | Divisional Executive: Regulatory Policy at the FSCA

The power of relationships by Alex van den Heever and Renias Mhlongo | Tracker Academy 

 

 

 

 

Subscriber Terms and Conditions

  1. APPLICATION OF TERMS
    • These terms and conditions (“Subscriber Terms”) apply to the subscription by any qualifying member of the South African Underwriting Managers Association NPC (“SAUMA”) to the services and benefits offered by FIA Services (Pty) Ltd (“FIA Services”) under the SAUMA affiliation arrangement (“Subscription”).

  2. NATURE OF SUBSCRIPTION
    • A Subscription under this arrangement:
      • does not constitute membership of FIA NPC;
      • does not confer any voting rights or governance participation in FIA NPC; and
      • is governed solely by the contractual relationship between the Subscriber and FIA Services.

  1. ELIGIBILITY
    • To qualify for the Subscription, the applicant must, at the time of application, be a current paid-up member of SAUMA.
    • FIA Services will verify the applicant’s SAUMA membership status with SAUMA prior to activation, and may re-verify such status periodically.
    • If a Subscriber ceases to be a paid-up member of SAUMA, the Subscription will correspondingly be terminated.
    • Applicants are required to authorise FIA Services to confirm their SAUMA membership status with SAUMA as part of the application process.

  1. SERVICES
    • The Subscription entitles the Subscriber to the following benefits:
      • Complimentary access to the FIA CPD Platform;
      • Complimentary access to the FIA Insight Magazine (digital edition);
      • Advertising opportunities on FIA platforms at a discounted rate of 15% (fifteen percent) off the prevailing published rates; and
      • Invitations to attend FIA Technical Webinars annually.
    • FIA Services reserves the right to update, vary or substitute the Services from time to time, provided that the overall value and nature of the benefits remain materially the same.

  1. FEES AND PAYMENT
    • The monthly subscription fee is R260.00 (two hundred and sixty rand) for up to seven registered individuals (Key Individuals and Representatives), and R36.00 (thirty-six rand) per additional registered individual thereafter, excluding VAT.
    • The Subscriber shall provide FIA Services with the required details of each individual to be registered under the Subscription for the purposes of activation and billing.
    • All fees are exclusive of VAT, which shall be charged at the prevailing statutory rate.
    • Subscription fees are reviewed annually in March and may be adjusted with effect from 1 April.
    • Any changes to the Subscription, including but not limited to the number of Representatives and Key Individuals registered under the Subscription, may only be effected once annually during the annual review period in March of each year, with such changes taking effect from 1 April.
    • Subscription fees shall be billed monthly in arrears, unless the Subscriber elects an annual billing cycle at the time of application.
    • The Subscriber shall ensure that all billing information (including contact details, authorised signatories and bank account details) is kept accurate and up to date.
    • Non-payment of subscription fees may result in suspension of access to the Services until such fees are brought up to date.
    • The Subscriber acknowledges and agrees that all subscription fees payable under these Subscriber Terms may be collected by way of debit order, which shall be processed by the holding company, FIA NPC (The Financial Intermediary Association of South Africa), on behalf of FIA Services. Payment to FIA NPC shall be deemed to constitute valid and sufficient discharge of the Subscriber’s payment obligations to FIA Services under these Subscriber Terms.

  1. ONBOARDING
    • Onboarding will be conducted as a Subscription with FIA Services under the SAUMA affiliation arrangement.
    • Onboarding will not confer FIA NPC membership status or any associated rights.
    • Onboarding is conditional on confirmation of the Subscriber’s current SAUMA membership at the time of application

  1. DATA PROTECTION
    • FIA Services will process all personal information in accordance with the Protection of Personal Information Act 4 of 2013 (POPIA) as set out in our POPIA policies.
    • By subscribing, the Subscriber authorises FIA Services to confirm their SAUMA membership status with SAUMA and to process personal information for the purposes of fulfilling the Subscription.

  1. TERMINATION
    • The Subscriber may terminate the Subscription by giving FIA Services one calendar month’s written notice.
    • FIA Services may terminate the Subscription on one calendar month’s written notice, or immediately if the Subscriber breaches these Subscriber Terms and fails to remedy such breach within 14 (fourteen) days of receiving written notice.
    • Termination of the SAUMA–FIA Services affiliation agreement shall not automatically terminate these Subscriber Terms.
    • Termination by the Subscriber shall not relieve the Subscriber of liability for any subscription fees accrued up to the effective date of termination.
    • FIA Services may suspend or terminate the Subscription with immediate effect in the event of non-payment of fees by the Subscriber.

  1. GENERAL
    • These Subscriber Terms are governed by the laws of the Republic of South Africa.
    • Any disputes arising under these Subscriber Terms shall be dealt with in accordance with the dispute resolution provisions contained in the FIA NPC membership terms and conditions, as modified to reflect that the contractual relationship is with FIA Services.
    • Any notices required under these Subscriber Terms may be validly delivered by email to the addresses provided in the Subscriber’s application form, and such notices shall be deemed received on the day of transmission if sent during business hours.
    • The Subscriber may not assign, cede or transfer any of its rights or obligations under these Subscriber Terms without the prior written consent of FIA Services.
    • No variation of these Subscriber Terms shall be of any force or effect unless reduced to writing and signed by both FIA Services and the Subscriber.