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.