compliance & support (Domestic & Expatriates) Topic 4: Cumulative Domestic Wealth Planning Trusts International Tax are also dealt with including all the 5 Topics prescribed by South African Institute
Intermediary Services (FAIS) Act and ensure compliance with all regulatory requirements. Provide guidance and oversight new agreements with product providers Handling of all complaints (FSCA/Ombud/OSTI) What Success Looks Like: confidently with internal and external stakeholders at all levels. Strong analytical skills with the ability appointments, renewals, follow ups for continuous maintenance of client portfolios Action orientated – demonstrates
Intermediary Services (FAIS) Act and ensure compliance with all regulatory requirements. Provide guidance and oversight new agreements with product providers Handling of all complaints (FSCA/Ombud/OSTI) What Success Looks Like: confidently with internal and external stakeholders at all levels. Strong analytical skills with the ability appointments, renewals, follow ups for continuous maintenance of client portfolios Action orientated – demonstrates
Chartered Accountants and Consulting Services, based all around JHB and PTA, providing a wide range of auditing training firms Form part of an achieving audit team All function inline with SAICA's guidelines Performed received and on file Obtain bank confirmations Attend all training organised by the firm Complete Performance Analysis every 6 months to determine development needs All admin duties relating to completion of an audit file
employees, ensuring all payments are accurate and on time Maintain accurate records of all invoicing and payroll