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Compli-Serve SA forms an association with the BBBEE practice of Mazars

Publish date: 06 March 2020
Issue Number: 110
Diary: CompliNEWS
Category: BBBEE

Compli-Serve took a decision in 2019 to associate with the BBBEE practice of Mazars.

This decision was taken after a review of the volumes of inbound work together with the need to partner with an organisation that possesses the necessary skills and depth of team to service our wide and diverse client base. We confirm that the services as below will be made available to Compli-Serve clients. We furthermore confirm that no referral fees or other financial rewards are received between the parties to this agreement.

B-BBEE Verification:
We are a B-BBEE SANAS Accredited verification agency that performs related services in accordance with the Amended Codes of Good Practice and Sector Codes.

B-BBEE Consulting:
Mazars Consulting Services consults on many B-BBEE related issues including ownership and scenario planning.
Consultations are also held to explain the key principles of B-BBEE and how it works which includes the following:

  • B-BBEE strategy development and implementation in order to achieve a desirable B-BBEE status;
  • Ownership restructuring; and
  • B-BBEE competent person’s certificates and joint venture certificates.

B-BBEE Monitoring:
Should an entity appoint another agency to perform its verification, we can assist in preparing for the verification by collating the necessary information and documentation.

Training:
B-BBEE training and workshops are held on an ad hoc basis and can be conducted in-house for staff members. Training is based on B-BBEE principles, elements and requirements which are carried out in an understandable and interactive manner. Delegates receive full course notes.

Working Smart

By Lee Rossini

Although many financial advisors are feeling that they may have come through the worst of the COVID-19 crisis relatively unscathed, now is the time to be most vigilant. Research indicates that, as unlikely as it may seem, during a downturn in the market is when clients are most likely to make the decision to change their financial advisor. The reasons for doing so are many and varied; clients may feel that their financial advisor failed to monitor and rebalance their portfolio or they did not communicate with them regularly during lockdown. When clients have suffered a major setback, they also sometimes feel the need to make a fresh start by moving to the financial advisor their brother, friend or colleague swears by. Another reason is the need for a second opinion as many clients are asking themselves whether they have received the best advice in the circumstances.  

CPD

Subscribers are reminded that they can now complete their monthly CPD quizzes and claim CPD hours. For more on accessing the CPD quizzes, please click on the CPD FAQs button on the top bar of the screen. 

 
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