pba brokers-presentation 2016
TRANSCRIPT
• All representatives are experienced and accredited• Independent Financial Advisors• Various services providers and
products• Numerous Corporate Clients• Provide Administration
PBA BROKERS
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
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
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
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
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
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
We thank you for the opportunity to present to you.