South Africans continue to diversify their wealth beyond borders into developed markets. However, this in itself creates a myriad of other complexities, including an assessment of offshore jurisdictions, cross-border tax, and estate duty planning.

The Financial Planning Institute (FPI) is the authorising body for the The International Investing Symposium event. The amount of CPD points/hours are subject to approval based on the finalised agenda. CPD points and CPD hours are interchangeable and mean the same thing in an FPI and FSCA context. The organisers of the The International Investing Symposium event will provide delegates with CPD Certificates post event based on verified attendance in order for them to register their points with the relevant industry body. Please ensure that you are familiar with the rules relating to BN194 of 2017 as this falls within the obligation of FSPs, key individuals and representatives.











