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South Africa Association of Investors. Joyce Dimakatso Mpofu Chairperson SAAI. Rationale. Background Little investment by ordinary South Africans Need accessible learning about investments in a fun and social way Opportunity to build on existing informal associations

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South africa association of investors

South Africa Association of Investors

Joyce Dimakatso Mpofu

Chairperson SAAI


Rationale

Rationale

  • Background

    • Little investment by ordinary South Africans

    • Need accessible learning about investments in a fun and social way

    • Opportunity to build on existing informal associations

  • Concept based on international model

  • Strategic partnerships with

    • JSE Securities Exchange, Legae Securities, DTI –Empowerment Unit, Deutsche Securities, and women’s groups


Our vision

Our Vision

  • To create a nation of competent investors

    • By unlocking untapped investment opportunities

    • by providing a platform for members to learn investment skills in a accessible and non intimidating way

    • By encouraging shareholder activism


Mission

Mission

  • To provide programs, services and products designed to help people at all levels of knowledge to become successful, long term investors

  • Accessible, fun and non intimidating forum to remove mystery and fear, and to build confidence

  • Long term – platform for broadbased BEE & SRI


Organisational structure

Board ofTrustees

Board of Directors

Investment Professionals

Sponsors

SAAI Members

SAAI Members

SAAI Members

SAAI Members

Organisational Structure


Membership criteria

Membership criteria

  • Anyone who has disposable income and wants to learn about investments

  • Particularly encouraged to be members:

    • SME women entrepreneurs

    • Young professionals at the start of their careers

    • Middle management professionals

    • HDI’s


South africa association of investors

Starting Point

Member Retention

Valuable Services

Individual

Informal Group

Frequent Communications

Formal Group

Fun !

SAAI Pathways to Investing

Membership

Options

Individual

Couple

FamilyClubGroups

Company


What s in it for you

What’s in it for you?

In development


Yearly membership fees

Yearly Membership Fees

  • Individuals R300

  • CouplesR800

  • Family/Groups/Clubs (up to 10)R1500

  • Groups/Clubs/Companies (over 10)R3 000


Achievements to date

Achievements to date

  • Institutional set –up

  • Membership

    • Individuals 35

    • Couples 10

    • Companies/clubs +1500

  • Monthly educational meetings

  • Newsletter

  • Website


South africa association of investors

Where we want to go

SAAI NATIONAL OFFICE

Core branding & strategic partnerships

  • Targets by year end 2006

  • 3 Operational Divisions

  • Membership, Education, Fundraising

  • Each division headed by Project Manager

    Education programme membership target

    • Youth (600)

    • Individuals, couples, families, stockvels (2500)

    • Formal companies/associations (60)

  • Educational ActivitiesWebsite

  • Newsletter editions

  • Educational brochures

  • Educational seminars/ special events

  • Youth Financial Fitness camps

  • Educational material development

  • Formal SAQA compliant and assessed competencies

  • Case studies from membersGames, simulations and experiential workshops

  • Advocacy & lobbying ( Radio, TV and community newspapers, public campaigns)

  • National Geographical SpreadEach province will have a regional chapter - Regional Chapter Co-ordination Node – Johannesburg PHASE 1 -Current

  • Regional Chapter Co-Ordination Committee – Durban PHASE 2

  • - Regional Co-Ordination Committee – Cape Town – PHASE 3

Each Chapter has own

financial records

Each regional chapter will have local person responsible for all SAAI activities with support from the national office.


Indicators of success

Indicators of Success

  • Organisational development

    • Fully constituted regional chapter, Office space & equipment, staffing, promotional materials, BOD quarterly meetings, funding for expansion

  • Membership

    • All categories +15 000, regional chapters in 9 provinces

  • Educational Activities

    • Development of 4 new educational tools, national seminars, workshops

  • Greater participation in formal investment (JSE) by HDI’s raised by 3-5% per annum

  • Shareholder activism levels raised


Opportunities

Opportunities

  • Developing the skills to upgrade the confidence to take on the risk of equity/money market & other investments as viable vehicles for savings and wealth creation

  • Country wide presence particularly outside major metropolitan areas – greater participation by HDI’s

  • Overcoming psychological barriers regarding financial technical matters

All opportunities can be explored through funding


Benefits for sponsors

Benefits for Sponsors

  • Corporate transformation

    • Through partnering with SAAI, companies can contribute to broadbased BEE and Financial Services Charter targets

  • Contribution to confidence & long term growth of the financial sector and ultimately the South African economy

  • Exposure to target market at SAAI presentations/seminars

  • Promoting financial literacy at community level (CSI)

  • Website exposure – hyperlinks to sponsoring company websites

  • Broad-based confidence in financial structures


Proposed partnership sponsor saai

Proposed Partnership – Sponsor & SAAI

  • Patron sponsor of SAAI

  • Visibility/Presence at selected SAAI Educational Seminars/Events

  • Sharing experiences & information about established ‘mainstream’ investments & shareholder activism

  • Co brand selected investor educational seminars/events and co-sponsored activities

  • Developing educational seminars to be administered to Sponsor investors & employees for a prescribed fee


Strategic partnerships formed

Strategic Partnerships formed

  • Legae Securities

    • 75% of launch costs

    • Offsetting a portion of our operational costs

    • Office space

    • Technical support

    • Co-sponsor national road show

  • Deutsche Bank

    • Venue and refreshments

    • Technical support

    • Other in kind support such as sponsoring a conference at year end 2005


Strategic partnership formed

Strategic partnership formed

  • Africa Vukani

    • Co-developed a needs analysis form for SAAI members

    • Provide technical investment education to our members

    • Co-develop selected educational tools

  • JSE Securities Exchange

    • Venue and refreshments for educational seminars

    • Widening access to JSE in terms of BEE


Strategic partnerships formed1

Strategic Partnerships formed

  • Satrix

    • In discussion together with JSE on Toolkit and Out Reach programme

    • Presence and technical input at selected SAAI events for a fee

    • Input into SAAI website

  • Majorgraph Advertising

    • Once off logo design

      Being pursued: BMF, SAWEN, DYF, Students Unions


What saai requests from sponsor

What SAAI requests from Sponsor

  • Funding for national expansion programme for SAAI

  • Official endorsement of initiative

    • Where SAAI is able to utilise Sponsor’s logo on agreed material

  • Continuous and sustained presence and material at selected SAAI functions

    • Banner, any material for take home

  • Offer SAAI a business opportunity as a service provider of investment education to membership

  • Have a link, reference point/resource for advice and information support for website


Sponsor categories

Sponsor categories

  • Bronze - under R300 000 per annum

  • Silver – R301 000 to R399 000 per annum

  • Gold - R400 000 to R499 000 per annum

  • Diamond – R500 000 to R549 000 per annum

  • Platinum – R550 000 to R1 000 000 per annum

  • Patronage – over R1-m per annum

  • co-branding on products, events, regions vary according to sponsor category. Full details available in attached letter.


Accountability

Accountability

  • All training will be outcomes-based and SAQA compliant

    • All skills formally assessed

    • All training evaluated in terms ROI

  • Skills transferred will be linked to measurable outcomes

    • Ultimate ROI will be made up of measurable programmed activities.

  • Sponsors will have reports quarterly


Proposed partnership

Proposed partnership

We wish to engage with other organised investors and cooperate with them on the continent


Our details

Our details….

Website: www.sainvestors.co.za

Email: [email protected]

Address: 61 Central Street, Houghton 2198, RSA

Telephone: +27 (0) 11 715 3585

Fax: +27 (0) 11 715 3701


Thank you

Thank you…

"Money matters made simple"

A not for profit organisation dedicated to investment education


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