inevitable growth is optional

Transcription

1 MEDIA KIT Issue 37 (2 of 2015) Issue 33 (2 of 2014) R30.00 (incl.vat) 2016 Issue 39 (4 of 2015) Issue 35 (4 of 2014) R30.00 (incl.vat) THE FINANCIAL PL ANNER Embrace the uniqu ey ou change is S U P P O RT I N G E X C E L L E N C E I N F I N A N C I A L P L A N N I N G growth through innovation The customer comes FIRST 13 inevitable growth is optional FPSB visits SA Advocating for the profession Official Journal of the The Financial Planner is read by the most discerning and influential financial professionals in South Africa. This quarterly publication is a direct portal to the entire financial services industry, with a unique platform that presents you with the opportunity to showcase your corporate profile and position your brand as an authentic stakeholder in the financial advisory sector. The Financial Planner places your business and services in the hands of the country s top financial advisers, and speaks directly to the industry as the custodians of the profession. The (FPI) The is a professional body for financial planners in South Africa. With global partnerships with Financial Planning Standards Board (FSP) and over 24 other countries around the world, FPI is the only institution in South Africa that is able to offer the much coveted CSP certification.

2 Audience CONTENT FPI members, and: Market Our readers cover a wide range of sectors within the financial services industry, including: Member profiles FPI news Healthcare Investment Practice management and much more FREQUENCY March, June, September, December Life Insurance Banking Asset Management Investment Financial Planning Financial Specialists DISTRIBUTION copies circulated per edition Editorial Enquiries media@fpi.co.za or technical@fpi.co.za life insurance Giving back on a whole new level Advanced design, unbeatable flexibility, robust protection. Being different has paid-off! FREE THERE ARE MANY TAX-FREE FUNDS ON OFFER. FEW OFFER THE PERFORMANCE THAT WE DO. Bruce Profiles Fleming Member Prudential Enhanced Income Fund Prudential Inflation Plus Fund Prudential Enhanced SA Property Tracker Fund Prudential Dividend Maximiser Fund In this final issue of 2015, Wende Davids interviewed three professionals who were also recognised at the 2015 Awards Ceremony. She caught up with bruce Fleming, and Mark MacSymon,, who were both recognised as finalist of the 2015 FPI Financial Planner of the Year Award. Source: Morningstar For more information contact our Client Services team on , or visit: prudential.co.za Consistency is the only currency that matters. R34 billion: Paid in risk claims over the past 12 years. R1 billion: Momentum Interactive discounts awarded to your clients. R450 million: Retirement Booster benefits allocated to your clients. R200 million: Living benefit enhancements introduced to date. R1.65 billion: The total amount given back to your clients over and above claims paid. Truly a synergetic partnership that benefits our clients in tangible ways. FPI WElCOMES New Members In line with FPI s mission to benefit the public, the Institute publishes the names of new professional members. As per clause 2 of the FPI Member Regulations, the new members (period from 1 January - 31 October 2015) have fully complied with the certification requirements and have since been awarded the professional membership. Prudential Balanced Fund FPI news & EvEnTS ProFIlES 17351/E Financial advisors and planners Broker consultants Investment and Insurance advisors and managers Tax specialists Healthcare brokers Employee benefit consultants Private bankers Academics Compliance officers Legal advisors The features are extensively researched and written by senior industry professionals who have attained the highest possible qualifications and serve on the FPI Technical Committee. Our regular features and articles cover/include: Wende also interviewed Gerald Mwandiambira,, who for the second time in a row, has won the FPI Media Award. by Wende Davids Customer Experience Officer, (FPI) The Institute welcomes the following new members (listed alphabetical by surname, per region) to the financial planning profession: Eastern Cape Hendrik Jurgens botha Xolile Tiaan Wesley Jessica Christiaan Forgive Teyedzani André bryce bruce Fleming, /11/09 10:39 AM Gauteng Region Central Region Source: Morningstar data for periods ending 31 October Prudential Portfolio Managers Unit Trusts Ltd (Registration number: 1999/0524/06) is an approved CISCA management company (#29). Assets are managed by Prudential Investment Managers (South Africa) (Pty) Ltd, which is an approved discretionary Financial Services Provider (#45199). The Trustee s/custodian details are: Standard Bank of South Africa Limited Trustees Services & Investor Services. 20th Floor, Main Tower, Standard Bank Centre, Heerengracht, Cape Town. The T class investment is a tax-free savings product in terms of section 12T(8) of the Income Tax Act, T class investments are only open to natural persons that are South African residents. An individual may contribute up to a maximum of R per tax year or R for their lifetime into tax-free savings products. Any contributions above these limits will be taxed by the South African Revenue Services (SARS) at 40% of the excess contribution value. All returns from such products will be free of all South African tax in the hands of the individual who owns them, subject to the SARS defined thresholds. It is the responsibility of the individual investor to ensure these limits are met and the manager bears no liability for any actions performed by the individual investor which may result in the limits being exceeded. No transfer may be done unless it is to another tax-free investment in the name of the investor. All transfers must be accompanied with a Transfer Certificate in the format prescribed by SARS. In terms of regulation, transfers from one product service provider to another product service provider will not be allowed until 1 March Collective Investment Schemes (unit trusts) are generally medium-to long-term investments. Past performance is not necessarily a guide to future investment performance. Unit trust prices are calculated on a net asset value basis. This means the price is the total net market value of all assets of the unit trust fund divided by the total number of units of the fund. Any market movements for example in share prices, bond prices, money market prices or currency fluctuations relevant to the underlying assets of the fund may cause the value of the underlying assets to go up or down. As a result, the price of your units may go up or down. Unit trusts are traded at the ruling forward price of the day, meaning that transactions are processed during the day, before you or the manager know what the price at the end of the day will be. The price and therefore the number of units involved in the transaction are only known on the following day. The unit trust fund may borrow up to 10% of the fund value, and it may also lend any script (proof of ownership of an investment instrument) that it holds to learn additional income. A Prudential unit trust fund may consist of different fund classes that are subject to different fees and charges. The Prudential Unit Trusts (Tax-free) Collective Investment Scheme (CIS) summary with all fees and maximum initial and ongoing adviser fees is available on our website. One can also obtain additional information on Prudential s products on the Prudential website. The fund may hold foreign securities including foreign CIS funds. As a result, the fund may face material risks. The volatility of the fund may be higher and the liquidity of the underlying securities may be restricted due to relative market sizes and market conditions. The fund s ability to settle securities and to repatriate investment income, capital or the proceeds of sales of securities may be adversely affected for multiple reasons including market conditions, macro-economic and political circumstances. Further, the return on the security may be affected (positively or negatively) by the difference in tax regimes between the domestic and foreign tax jurisdictions. The availability of market information and information on any underlying sub-funds may be delayed. The manager may, at its discretion, close your chosen unit trust fund to new investors and to additional investments by existing investors to make sure that it is managed in accordance with its mandate. It may also stop your existing debit order investment. The manager makes no guarantees as to the capital invested in the fund or the returns of the fund. Excessive withdrawals from the fund may place the fund under liquidity pressure and, in certain circumstances; a process of ring fencing withdrawal instructions may be followed. Fund prices are published daily on the Prudential website. These are also available upon request. The performance is calculated for the portfolio. Individual Investor performance may differ as a result of initial fees, the actual investment date, the date of reinvestment and dividend withholding tax. Purchase and repurchase requests must be received by the manager by 13h30 SA time each business day. Mark MacSymon, Gerald Mwandiambira, Candice Magdelena Johan Louw Cornelius Hendrik Kenfil Maryke Andre Daniel Dionysia Anel Nadine Louise Chris Terms and conditions apply. Momentum, a division of the MMI Group Limited, is an authorised financial services and credit provider. Reg. No. 1904/002186/ OM-Balance Fund Print_P.indd 1 Dippenaar Engelbrecht Gubuza Herselman Maguire Price Ras Sibanda Smit Wild 22 bolt Cavaleiro Cronje Du Toit Grobbelaar Le Grange Marais Mocke Nel Retsinas Strampe Van den berg Voges Kim Lee Anne Laura Jacob Estee Christiaan Shane Devin Johannes Adriaan Pieter Monique Celeste Johannes Magiel Van Reenen Marius Rogerio Da Silva Simone Yvonne Chamly Matthew Jacobus Kevin Robyn Sergio Kristin-Ann Amanda Michelle Onalenna Costantinous Christiaan Wynand Khanya Arendse ball becker beetge bekker berkowitz binedell botha botha bräsler bresler burger Cabanita Cahi Chapman Cilliers Cloete Craig Correia Cronje De Graaff Dirkse Disipi Drepaniotis Du Preez Dunywa

3 DEADLINE Dates SPECIAL Offer Edition Booking Date Artwork Date Editorial Street Date March 2016: Issue 40 3 February 12 February 29 January March June 2016: Issue April 25 April 29 April June September 2016: Issue July 3 August 22 July September December 2016: Issue October 7 Novemebr 28 October December 4-Block-Bookings for Cover positions qualifies the advertiser to a further 10% discount! ADVERTISING Rates CONTACT US Advert Type 4 Issues 2-3 Issues Single / Adhoc Covers: Inside Front, Inside Back, Outside Back 26, , , 200 Double Page Spread 22, , , 000 Guaranteed: Page 7 (Full Page) 17, , , 300 Full Page 15, , , 350 Half Page (Horizontal or Vertical) 9, , , / 3 Page (Horizontal or Vertical) 6, 500 7, 300 8, 350 Michelle Baker MediaMarx Advertising Brokers & Consultants michelle.baker@mediamarx.co.za Tel: (031) Cell: Fax: Inserts and Bellyband rates available on request

4 FPI News Brief Audience Each month, FPI NewsBrief (digital newsletter) delivers technical and issuesbased articles and news stories that practitioners are unlikely to get elsewhere. These include current FPI news and updates, local and international articles relating to the industry and professions in the financial sector, plus in depth technical articles from the FPI Committee. The laregest portion of FPI members are CFP professionals who have achieved the highest professional designation operating in the financial services industry, while our other readers are comprised of practicing independent financial professionals, senior industry representatives of various stakeholders. DISTRIBUTION The FPI NewsBrief Newsletter is your direct portal to over members and readers each month, and is distributed monthly to a sophisticated database which is made up of around registered members with the balance consisting of non-members. All readers of the FPI NewsBrief operate in a wide range of sectors with the financial services industry; this includes Life Insurance, Banking, Asset Management, Investment, Financial Planning and Financial Specialists. SPECIFICATIONS Materials must be provided in JPEG, GIF in accordance with the size specifications in the tables below and must not exceed 70kb. Please note that flash is not supported. MATERIAL Deadline A fianl copy of the content for the FPI NewsBrief must be submitted no later than the 20th of each month prior to the next issue.

5 FPI News Brief SPECIAL Offer Advertising Rates (per month and excludes VAT) Position 1 Issue 3 Issues 6 Issues 12 Issues Billboard 728px (w) x 90px (h) R R R R Medium Rectangle 200px (w) x 180px (h) R R R R Top Story Break 468px (w) x 60px (h) R R R R Story Break* 468px (w) x 60px (h) R R R R * Placement of Medium Rectangle and Story Break ads within the newsletter will be from top to bottom on a first come first serve basis. 4-Block-Bookings for Cover positions qualifies the advertiser to a further 10% discount! CONTACT US Michelle Baker MediaMarx Advertising Brokers & Consultants michelle.baker@mediamarx.co.za Tel: (031) Cell: Fax: