Nov 13, 2019

Winding up deceased estates – information and certainty are key

Understanding the process required to wind up an estate, Financial Advisors are in a good position to advise their clients to get their affairs for the sake of loves ones.

WHO ARE WE

Protecting and developing the professional intermediary in South Africa

Brokers and financial advisors play a key role in the financial services sector as well as the local economy. The FIA – a trade association for intermediaries – strives to protect and develop the professional service of our members and their employees so consumers can benefit from the value of advice, risk management and product fulfilment in today’s DIY world.

The FIA represents approximately 2 000 financial services providers, including multinational, large, medium and small businesses. Our members operate in healthcare, long-term insurance, short-term insurance, employee benefits and investments. The FIA represents members nationally and internationally with key stakeholders such as government and regulators.

Vision of the FIA

We promote and support the interests of the financial intermediated market - to be recognised by all stakeholders as a trusted and essential contributor to the South African economy.

Mission of the FIA

To be an effective voice of our members businesses’ in South African and abroad by: Promoting, developing, educating, supporting and protecting the rights of members

FIA’s core strategic objectives are:

  • Representing the interests of our members and their clients with all stakeholders
  • Ensuring sustainability and relevance of our members by embracing diversity and inclusive market growth
  • Serving as a centre of intelligence that informs our market position and influence
  • Membership growth and retention – influence and unity in numbers
  • A relevant value proposition that talks to the needs of our diverse membership base

With our fingers firmly on the pulse of the ever-changing business, consumer and legislative environments, the FIA strives to keep pace with the modern economy to ensure intermediaries remain relevant and viable.

Learn More

EVENTS 2020

Thursday

30 January

Platinum AGM and Member Meeting

Platinum branch

TBC

Details to follow

Details to follow

Wednesday

05 February

Jacaranda Valentine's Breakfast

Jacaranda

TBA

Details to follow

Details to follow

Friday

14 February

West Rand AGM & member meeting 1

West Rand

TBA

Details to follow

Details to follow

Tuesday

18 February

East Rand member meeting 1

East Rand

TBA

Details to follow

Details to follow

Thursday

20 February

Jacaranda Training Day

Jacaranda branch

TBA

Friday

21 February

Kosmos AGM and Member Meeting

Kosmos branch

TBA

Details to follow

Details to follow

Friday

21 February

Pilanesberg member meeting 1

Pilanesberg

TBA

Details to follow

Details to follow

Wednesday

26 February

Highveld AGM and Member Meeting

Highveld branch

TBA

Details to follow

Details to follow

Wednesday

26 February

Protea member meeting 1

Protea

TBA

Details to follow

Details to follow

Thursday

27 February

Lowveld AGM and Member Meeting

Lowveld branch

TBA

Details to follow

Details to follow

Friday

06 March

Jacaranda AGM and Member Meeting

Jacaranda branch

TBA

Details to follow

Details to follow

Wednesday

11 March

Rand Regional Council

Rand

TBA

Details to follow

Details to follow

Thursday

19 March

Employee benefits workshop

TBA

TBA

Details to follow

Details to follow

Wednesday

08 April

Vaal Triangle AGM & member meeting 1

Vaal Triangle

TBA

Details to follow

Details to follow

Friday

15 May

Pilanesberg member meeting 2

Pilanesberg

TBA

Details to follow

Details to follow

Friday

22 May

West Rand member meeting 2

West Rand

TBA

Details to follow

Details to follow

Friday

29 May

Protea member meeting 2

Protea

TBA

Details to follow

Details to follow

Friday

05 June

North West member meeting 1

North West

TBA

Details to follow

Details to follow

Thursday

16 July

East Rand member meeting 2

East Rand

TBA

Details to follow

Details to follow

Friday

24 July

West Rand member meeting 3

West Rand

TBA

Details to follow

Details to follow

Friday

31 July

Pilanesberg member meeting 3

Pilanesberg

TBA

Details to follow

Details to follow

Friday

14 August

North West member meeting 2

North West

TBA

Details to follow

Details to follow

Tuesday

18 August

West Rand golf day

West Rand

TBA

Details to follow

Details to follow

Wednesday

26 August

Advisory Council

TBA

TBA

Details to follow

Details to follow

Thursday

27 August

Advisory Council / AGM / Awards

TBA

TBA

Details to follow

Details to follow

Friday

04 September

Vaal Triangle member meeting 2

Vaal Triangle

TBA

Details to follow

Details to follow

Thursday

17 September

Protea education forum 3

Protea

TBA

Details to follow

Details to follow

Wednesday

30 September

East Rand member meeting 3

East Rand

TBA

Details to follow

Details to follow

Friday

09 October

West Rand member meeting 4

West Rand

TBA

Details to follow

Details to follow

Thursday

15 October

FIA Advice Summit

TBA

TBA

Details to follow

Details to follow

Friday

23 October

North West member meeting 3

North West

TBA

Details to follow

Details to follow

Friday

30 October

East Rand member meeting 4

East Rand

TBA

Details to follow

Details to follow

Friday

06 November

Protea AGM & year end

Protea

TBA

Details to follow

Details to follow

Friday

13 November

Pilanesberg AGM & year end

Pilanesberg

TBA

Details to follow

Details to follow

Friday

20 November

Vaal Triangle year end & member meeting 3

Vaal Triangle

TBA

Details to follow

Details to follow

Friday

27 November

West Rand year end

West Rand

TBA

Details to follow

Details to follow

MEMBERSHIP

Our value proposition

FIA members are governed by the FIA Code of Conduct, which provides peace of mind to all stakeholders including consumers.

  • We identify the effects of policy measures on our sector and act as an additional resource in ensuring that government action achieves its desired purpose

  • We attempt to influence public policy in a direction that is favourable and sustainable to members

  • We provide a wide range of communication and information to members and stakeholders regarding key industry matters

  • We gain political clout and influence by bringing competitors together turning one small voice into in a persuasive, collective shout

Members
Members are at the core of everything we do

Representation
Representing members in relationships with government, regulators, labour and communities

Image
Guarding the collective image of our members in their part of insurance delivery in South Africa

Industry experts
Knowledge and industry expertise

Enabler
Committed to building an environment for innovation, growth and development and meeting the challenges of an accelerated developing country