investments • Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose understanding of all portfolios they work on • Client and internal report generation • Checking of reports generated analysis of report results Be able to present internally and externally • Aid in improving processes including investments • Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose
investments • Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose understanding of all portfolios they work on • Client and internal report generation • Checking of reports generated analysis of report results Be able to present internally and externally • Aid in improving processes including investments • Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose
Manager • Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose understanding of all portfolios they work on • Client and internal report generation • Checking of reports generated analysis of report results Be able to present internally and externally • Aid in improving processes including investments • Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose
Manager • Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose understanding of all portfolios they work on • Client and internal report generation • Checking of reports generated analysis of report results Be able to present internally and externally • Aid in improving processes including investments • Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose
beneficiaries and third-party providers, as well as internal department to ensure that investment and payment obtained, preparation and capturing of same on internal systems (Fundamental, and Climan/ CRM system) verifications preparation and capturing of same on internal systems (Cashman/ CRM system) • Review debit balances all client take on documentation, and loading on internal systems • Quarterly invoices for ad hoc fees • payment instructions are compliant. • Liaison with internal investment administration and support departments
beneficiaries and third-party providers, as well as internal department to ensure that investment and payment obtained, preparation and capturing of same on internal systems (Fundamental, and Climan/ CRM system) verifications preparation and capturing of same on internal systems (Cashman/ CRM system) • Review debit balances all client take on documentation, and loading on internal systems • Quarterly invoices for ad hoc fees • payment instructions are compliant. • Liaison with internal investment administration and support departments
Compliance reporting on behalf of business unit: internal and external (statutory) requirements o Review
Compliance reporting on behalf of business unit: internal and external (statutory) requirements o Review
Compliance reporting on behalf of business unit: internal and external (statutory) requirements o Review
§ Attending to queries from clients, IFA's and internal customers and responding to queries on time and