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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
slide7
Starting Point

Member Retention

Valuable Services

Individual

Informal Group

Frequent Communications

Formal Group

Fun !

SAAI Pathways to Investing

Membership

Options

Individual

Couple

FamilyClubGroups

Company

yearly membership fees
Yearly Membership Fees
  • Individuals R300
  • Couples R800
  • 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
slide11
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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