IP Masterclass – hosted by Albert Coetzee & Marc Lindley

A series focused on common problems and our real-world solutions from our investment & product experts.

Apr 22, 2021

A series focused on common problems and our real-world solutions from our investment & product experts.

Our masterclass experts

Albert Coetzee
Co-Head of Sales
Marc Lindley
Product Specialist

Masterclass series archive

01
Legal update
02
Local policy wrappers
03
Why use a bank account?
04
Interrogating offshore investment solutions
05
The offshore cash conundrum
06
All about beneficiaries
07
Section 10C
08
Post retirement considerations
09
Funding retirement
10
Intergenerational financial planning
11
Emigration
12
Case studies
01

Legal update

Salome Young & Janine Langehoven update us on the current legal landscape (including helping your clients to manage retrenchment).

Disclaimer:
All information and opinions provided are of a general nature and are not intended to address the circumstances of any particular individual or entity. We are not acting and do not purport to act in any way as an advisor or in a fiduciary capacity. No one should act upon such information or opinion without appropriate professional advice after a thorough examination of a particular situation. We endeavour to provide accurate and timely information but we make no representation or warranty, express or implied, with respect to the correctness, accuracy or completeness of the information and opinions. We do not undertake to update, modify or amend the information on a frequent basis or to advise any person if such information subsequently becomes inaccurate. Any representation or opinion is provided for information purposes only.

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Ninety One SA (Pty) Ltd and Ninety One Investment Platform (Pty) Ltd are authorised financial services providers.