pba brokers-presentation 2016

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Page 1: PBA Brokers-Presentation 2016
Page 2: PBA Brokers-Presentation 2016

• All representatives are experienced and accredited• Independent Financial Advisors• Various services providers and

products• Numerous Corporate Clients• Provide Administration

PBA BROKERS

Page 3: PBA Brokers-Presentation 2016

REPRESENTATIVES EXPERIENCELONG TERMLONG TERM•Vivian Alcock 25 years•Lorraine Jager 28 years•Faith Beetge 15 years•Faith Ndlovu 7 years•Yvonne Musodzi 4 years•Jessica Beetge 2 years•Stephanie Alcock 2 years•Matthew Campbell 1 yearINTERNAL MEDICAL AIDINTERNAL MEDICAL AID•Shantal Naidoo 16 yearsSHORT TERM INSURANCESHORT TERM INSURANCE Commercial & Personal LineCommercial & Personal Line•Sanette Strydom 29 years•Mangalani Madilonga 8 years•Busisiwe Pahjane 11 years

Page 4: PBA Brokers-Presentation 2016

ACCREDITED• Financial Advisory and

Intermediary Services (FAIS)• BEE Compliant• Commissioner of Oaths• Compliance Officer – Simply Comply (Pty) Ltd (Pr.6003 FSB)• Council of Medical Schemes

Page 5: PBA Brokers-Presentation 2016

INDEPENDENT FINANCIAL ADVISORS

•Allan Gray•Stanlib

• Discovery Health• Liberty Medical Scheme• Momentum Medical Aid• Fedhealth

HEALTH INSURANCE

• Safrican – Funeral• Guardrisk – Medical Aid Top

Ups/ Gap Cover• Capital Legacy – Wills

OTHER

INVESTMENTS

• Discovery Insure• Santam• Renasa• Mutual & Federal• Hollard• Genric (African Rand)• AIG• Guard Risk (IUM)• Albatros• EVAC 24• AC&E Domestic

SHORT TERM INSURANCE

• Liberty Corporate• GQM• Tich Smith & Associate (TSA)• Sanlam• Discovery • Momentum• Capital Alliance• Old Mutual

EMPLOYEE BENEFITS

• Liberty Life• Discovery Life• Momentum• Altrisk• Sanlam• BrightRock

LIFE INSURANCE

Page 6: PBA Brokers-Presentation 2016

SERVICES/PRODUCTS• Pension / Provident Funds / Employee Benefits• Risk Funds• Investments• Individual Life / Disability• Retirement Annuities• Endowments• Business Assurance• Key Man• Contingent Liability• Medical Aid and Top Up Products• Funeral Plans• Short Term Insurance Personal Lines & Commercial• Last Will & Testament

Page 7: PBA Brokers-Presentation 2016

CORPORATE CLIENTS• OBC (Pty) Ltd• Marubeni Corporation• MK Freight Systems (Pty) Ltd• SP Metal Forgings (Pty) Ltd• Forwarding Network CC• Pure Consulting (Pty) Ltd• Qestmed Group• Chemo Mixing Facility Services• Hospiformance (Pty) Ltd• Retail Motor Industry Organisation (RMI)• PBA Brokers• Lusito School• Sightfull 1184 CC• Fight Club• GEECOM (Pty)Ltd• Manhattan Hotel• Miracle Chemicals (Pty) Ltd• Laser Group

Page 8: PBA Brokers-Presentation 2016

ADMINISTRATION

• Linked electronically to all systems• Pension / Provident Funds reconciled monthly

and updated at our office• Investment presentations to Trustees at no cost• Monthly meetings• Individual financial advice and needs analysis• Presentations to staff in all languages• Claim expertise in the event of disputes• Access to legal advice from all Service Providers• Paperwork made easier due to Commissioner of

Oaths at our office

Page 9: PBA Brokers-Presentation 2016

We thank you for the opportunity to present to you.