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UFS's CFPL talks about investments at convention
2009-09-29

 

At the convention were, from the left: Mr Percy Manduzi, legal advisor at Old Mutual and committee member of FPI Free State, Mr Swanepoel, Mr Botha, Mr Jonker, and Ms Shirly Hyland from the Department of Mercantile Law at the UFS and FPI Free State Committee Member.

The Centre for Financial Planning Law (CFPL) at the University of the Free State (UFS) recently hosted a mini-convention in association with the Financial Planning Institute of Southern Africa under the chairmanship of Mr Wimpie Jonker. Mr Jonker is also an independent financial advisor for Sanlam.

The convention commenced with a presentation by the well-known radio personality from Radio Sonder Grense (RSG), Mr Theo Vorster. He spoke about investments in the current economic situation. A highlight on Day Two of the convention was a motivational talk by Mr Anton Swanepoel from Amnity Wealth on compliance and ethics. Mr Swanepoel is a renowned author in the financial services industry.

Mr Marius Botha, also a renowned author and independent trainer, brought the audience up to date on all the amendments to the taxation of retirement lump sum benefits. The convention was attended by more than 40 delegates from as far as Upington.

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