Farzana Botha
Segment Marketing Manager: Sanlam Risk & Savings
Farzana Botha is the Segment Marketing Manager at Sanlam Risk & Savings. Previously, she worked as a Product Technical Specialist for Sanlam Recurring Savings. She has 17 years of industry experience.
She is currently working on her Honours in Integrated Organisational Communications through UNISA. She holds Protea Colours for Powerlifting and is currently based in Johannesburg
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MitonOptimal
MitonOptimal is an independent investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ investment objectives.
Advising vulnerable clients: minors and young beneficiaries
This article is the second in a series on advising vulnerable clients. The first explored vulnerability and its relationship to legal capacity in South Africa. This instalment turns to one of the most common – and often underestimated – vulnerable groups: minors and young beneficiaries.
JD Jacobs, RFP® | Financial Planner Profile
Blue Chip speaks to JD Jacobs, RFP®, Registered Financial Practitioner at Old Mutual in Upington, about his journey as a Financial Planner.
How and why a financial planner should incorporate structured products into an investment plan
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
Palesa Dube, Centillion Wealth Advisory
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
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