and Representatives o Create skills register. o Manage skills register deadlines e.g., 1yr to complete exam (repeat) (Everest Wealth only) Policies, plans and registers. Pack: Create, maintain, implement, and train only) Registers · Risk register · Mandate breach register · Personal Account trading register · Continuous Development register · Conflict of Interest register · Replacement register · Complaints register. · Gift Gift register · Advertising register · Competence register Controls (other ) · Non advice givers declaration
and Representatives o Create skills register. o Manage skills register deadlines e.g., 1yr to complete exam (repeat) (Everest Wealth only) Policies, plans and registers. Pack: Create, maintain, implement, and train only) Registers · Risk register · Mandate breach register · Personal Account trading register · Continuous Development register · Conflict of Interest register · Replacement register · Complaints register. · Gift Gift register · Advertising register · Competence register Controls (other ) · Non advice givers declaration
NAPPI Code files. Contract Management Maintain Key Register of Contracts/Agreements; Customer Contracts; Consignment (Contracts); Maintain registers of key contact Tender Management Maintain Register or Tenders (Details
NAPPI Code files. Contract Management Maintain Key Register of Contracts/Agreements; Customer Contracts; Consignment (Contracts); Maintain registers of key contact Tender Management Maintain Register or Tenders (Details
business processes. Develop and monitor a risk register for finance. Budgeting, Forecasting, Cost and general accounting process. Review the fixed asset register for accuracy, existence, and completeness of the and Book asset registers. No discrepancies in movements and balances on both registers. Review all tax Honours/CTA/PDGA in Accounting or similar qualification Registered CA(SA) Experience managing a team 5 years of
business processes. Develop and monitor a risk register for finance. Budgeting, Forecasting, Cost and general accounting process. Review the fixed asset register for accuracy, existence, and completeness of the and Book asset registers. No discrepancies in movements and balances on both registers. Review all tax Honours/CTA/PDGA in Accounting or similar qualification Registered CA(SA) Experience managing a team 5 years of
assets as well as custodianship of the fixed asset register Assistance with the population of our management
assets as well as custodianship of the fixed asset register Assistance with the population of our management
submitted / outstanding Fees billed WIP management Register clients for Income Tax with SARS (IT77C) Manage
submitted / outstanding Fees billed WIP management Register clients for Income Tax with SARS (IT77C) Manage