The Discipline of Lasting

ARTICLE BY

SHARE THIS POST

In people, 21 marks legal adulthood. In financial services, 21 years marks something far rarer. It marks institutional memory. It marks earned trust. And it marks the discipline to choose governance over growth-at-all-costs.

In an industry shaped by regulation, reputation, and responsibility, longevity is not accidental. It is the result of thousands of decisions made quietly, consistently, and often without recognition. Decisions to do the right thing when shortcuts were available. Decisions to prioritise process when speed was fashionable. Decisions to think in decades rather than quarters.

As Howdie marks its 21st year, the milestone invites reflection not as a celebration of age, but as a genuine turning point – a moment when proving yourself gives way to stewardship.

Turning points are rarely dramatic

Since 2005, our industry has experienced no shortage of change. Regulatory frameworks have tightened, standards have climbed, and technology reshaped how advice is delivered, monitored and scrutinised. In a digital-first world, reputational risk has evolved from a manageable variable into an immediate, permanent reality.

Faced with these shifts, various players have made their choices. Some chased scale; others prioritised novelty. However, a select few chose something more enduring: consistency.

True turning points are rarely dramatic. In the moment, they often look like restraint. They look like saying “no” when “yes” would have been more profitable in the short term. They look like building systems and governance structures that slow growth slightly, but protect trust completely.

Trust is not granted – it compounds

Trust is never assumed. It is built slowly, tested repeatedly, and lost quickly. It is earned through keeping promises and through behaviour that holds up under pressure.

Over time, experience teaches an uncomfortable truth: growth can be engineered, but trust must be cultivated. This requires immense discipline, especially when the market seems to reward only disruption and speed.

Reaching maturity teaches a business that sustainability is not about avoiding change, but about engaging with it responsibly. Technology can enhance efficiency, but it cannot replace accountability. Innovation can improve outcomes, but it must sit on a foundation of governance, transparency, and compliance.

This is where maturity begins to matter more than momentum.

Institutional memory matters more than novelty

A sector often obsessed with “the next big thing” can easily overlook the value of what has endured. Institutional memory is not nostalgia; it is the hard-earned wisdom gained through market cycles, crises, and corrections. It informs better judgment. It sharpens risk awareness. It creates context where others see only opportunity.

Businesses that endure understand that every new tool or regulatory shift brings a dual burden of benefit and responsibility. The challenge lies in balancing progress with the protection of clients, partners, and the broader ecosystem. That balance becomes clearer with time. And time is a teacher worth listening to.

The real work begins

If the foundational years of a business are spent establishing a name, the decades that follow are about honouring it. The real work is no longer about self-assertion; it is about stewardship.

For intermediaries, advisers, and partners navigating an increasingly complex landscape, the value of experienced, steady counterparts becomes more apparent at every industry turning point. Not those who react the fastest, but those who have learnt how to endure change without compromising principles.

A quiet turning point

The South African market stands at a turning point of its own – rebuilding confidence, adapting to technological change, and redefining responsibility in an AI-driven era.

In moments like these, longevity is not a marketing message; it is a signal. It signals that a business has weathered cycles. That it has adapted without abandoning discipline. That it understands trust as something earned daily, not claimed annually.

Howdie’s journey is not merely a chronicle of how far we have come as a business, it is a testament to the deliberation with which it continues. Because lasting, in this industry, is not accidental. It is discipline.

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.