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FISA 2021 Conference – Recorded Event & Presentations

11th Annual FISA Conference, sponsored by

Register for the recorded version of the FISA conference available on Asset Tv. The deadline for registration for the recorded event is midnight, 14 December 2021.

Registration Fees

  • R1475.00 for FISA, FPI, SAIT and STEP members
  • R1630.00 for non-members

To register for the recorded event

  • FISA Members click here
  • FPI Members click here
  • SAIT Members click here
  • STEP Members click here
  • Not a member? click here

If you have already registered to access the recorded event, click here. You will be required to create a profile and will be identified by the email address you used to register for the event.

Presentation slides

The following presentations were given at the FISA conference held on 17 November 2021 – click on the links to download the presentation slides:

The Living Will – managing relationships around end-of-life directions and decisions – presented by Dr James Faber of the University of the Free State

Managing the relationship between the executor and the family of the deceased – presented by Chris Murphy of Legacy Fiduciary Services

Managing fiduciary relationships in multi- jurisdictional families – presented by Mr Gordon Stuart of Accuro Mauritius

Managing the relationship with the regulator – presented by Mr Louis van Vuren of FISA

The estate planner’s relationship with the client – presented by Ms Lelane Bezuidenhout of The Financial Planning Institute

Umbrella trusts and beneficiary funds: Managing relationships at scale – presented by Mr David Hurford of Fairheads Benefit Services

Strengthening client relationships by understanding their philanthropy stance – presented by Mr Prince Siluma of FNB Fiduciary

Building lasting relationships based on trust – presented by Dr Janette Minnaar-Van Veijeren of ProEthics

Click here for the full conference programme.

Sponsors

Shackleton Risk Management
Grindrod Bank
Hollard Court Bonds
Nedbank
RootX Auctioneers
Sable International
Boshoff Inc
Smalman Attorneys
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