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South Africa Association of Investors

Joyce Dimakatso Mpofu Chairperson SAAI. South Africa Association of Investors. Rationale. Background Little investment by ordinary South Africans Need accessible learning about investments in a fun and social way Opportunity to build on existing informal forms of investments (stockvels)

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South Africa Association of Investors

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  1. Joyce Dimakatso Mpofu Chairperson SAAI South Africa Association of Investors

  2. Rationale • Background • Little investment by ordinary South Africans • Need accessible learning about investments in a fun and social way • Opportunity to build on existing informal forms of investments (stockvels) • Concept based on international model • Strategic partnerships with • Africa Vukani Investment Management Services, Legae Securities -WIPHOLD, JSE Securities Exchange, DTI –Empowerment Unit & Deutsche Securities

  3. Our Vision • To create a nation of competent investors • By unlocking untapped investment opportunities • by providing a platform for members to learn investment skills in a accessible and non intimidating way • By encouraging shareholder activism • Encourage wealth creation

  4. Mission • To provide programs, services and products designed to help people at all levels of knowledge to become successful, long term investors • Accessible, fun and non intimidating forum to remove mystery and fear, and to build confidence • Long term – platform for broadbased BEE & CSR

  5. Board ofTrustees Board of Directors Investment Professionals Sponsors SAAI Members SAAI Members SAAI Members SAAI Members Organisational Structure

  6. Membership criteria • Anyone who has disposable income and wants to learn about and or participate in investments • Particularly encouraged to be members: • SME women entrepreneurs • Young professionals at the start of their careers • Middle management professionals • HDI’s

  7. Member Retention Valuable Services Frequent Communications Fun ! SAAI Pathways to Investing Starting Point Membership Options Individual Individual Couple Informal Group Formal Group FamilyClubGroups Company

  8. What’s in it for members? In development

  9. Yearly Membership Fees • Individuals R300 • Couples R800 • Family/Groups/Clubs (up to 10) R1500 • Groups/Clubs/Companies (over 10) R3 000

  10. Achievements to date • Institutional set –up • Membership +1500 • Monthly educational meetings • Newsletter • Website

  11. Where we are going SAAI NATIONAL OFFICE Core branding & strategic partnerships • Targets by year end 2006 • 3 Operational Divisions • Membership, Education, Fundraising • Each division headed by Project Manager Education programme membership target • Youth (600) • Individuals, couples, families, stockvels (2500) • Formal companies/associations (60) • Educational ActivitiesWebsite • Newsletter editions • Educational brochures • Educational seminars/ special events • Youth Financial Fitness camps • Educational material development • Formal SAQA compliant and assessed competencies • Case studies from membersGames, simulations and experiential workshops • Advocacy & lobbying ( Radio, TV and community newspapers, public campaigns) • National Geographical SpreadEach province will have a regional chapter - Regional Chapter Co-ordination Node – Johannesburg PHASE 1 -Current • Regional Chapter Co-Ordination Committee – Durban PHASE 2 • - Regional Co-Ordination Committee – Cape Town – PHASE 3 Each Chapter has own financial records Each regional chapter will have local person responsible for all SAAI activities with support from the national office.

  12. Indicators of Success • Organisational development • Fully constituted SADC regional chapter, Office space & equipment, staffing, promotional materials, BOD quarterly meetings, funding for expansion • Membership • All categories +15 000, regional chapters • Educational Activities • Development of 4 new educational tools, national seminars, workshops • Greater participation in formal investment (JSE) by HDI’s raised by 3-5% per annum • Shareholder activism levels raised

  13. Opportunities • Developing the skills to upgrade the confidence to take on the risk of equity/money market & other investments as viable vehicles for savings and wealth creation • Country wide presence particularly outside major metropolitan areas – greater participation by HDI’s • Overcoming psychological barriers regarding financial technical matters

  14. Benefits for Supporters • Corporate transformation • Through partnering with SAAI, companies can contribute to broadbased BEE and Financial Services Charter targets • Contribution to confidence & long term growth of the financial sector and ultimately the South African economy • Exposure to target market at SAAI presentations/seminars • Promoting financial literacy at community level (CSI) • Website exposure – hyperlinks to sponsoring company websites • Broad-based confidence in financial structures

  15. Strategic Partnerships formed • Legae Securities • 75% of launch costs • Offsetting a portion of our operational costs • Office space • Technical support • Co-sponsor national road show • Deutsche Bank • Venue and refreshments • Technical support • Other in kind support such as sponsoring a conference at year end 2005

  16. Strategic partnership formed • Africa Vukani • Co-developed a needs analysis form for SAAI members • Provide technical investment education to our members • Co-develop selected educational tools • JSE Securities Exchange • Venue and refreshments for educational seminars • Widening access to JSE in terms of BEE

  17. Strategic Partnerships formed • Satrix • In discussion together with JSE on Toolkit and Out Reach programme • Presence and technical input at selected SAAI events for a fee • Input into SAAI website • Majorgraph Advertising • Once off logo design Being pursued: BMF, SAWEN, DYF, Students Unions

  18. Sponsor categories • Bronze - under R300 000 per annum • Silver – R301 000 to R399 000 per annum • Gold - R400 000 to R499 000 per annum • Diamond – R500 000 to R549 000 per annum • Platinum – R550 000 to R1 000 000 per annum • Patronage – over R1-m per annum • co-branding on products, events, regions vary according to sponsor category

  19. Proposed partnership We wish to engage with other organised investors and cooperate with them on the continent

  20. Proposed Partnership • MoU • Partnership • collaboration

  21. Our details…. Website: www.sainvestors.co.za Email: saai@mweb.co.za Address: 61 Central Street, Houghton 2198, RSA Telephone: +27 (0) 11 715 3585 Fax: +27 (0) 11 715 3701

  22. Thank you… "Money matters made simple" A not for profit organisation dedicated to investment education

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