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SA Regulatory Framework Review & Design: Introduction to the Task Force Portal

August 2012

AGENDA

1. Welcome

2. Meet the Task Force

3. Introduction of the Impact Trust

4. SA Regulatory Research Overview

5. Role of the Task Force

6. Expectations of the Task Force

7. Overview of the “Task Force Portal”

8. Questions & Answers

Luciano Balbo - Oltre Venture (Italy)

Margaret Bolton - Consultant (UK)

Robert Hodgkinson - Venturesome (UK); Cabinet Office (UK)

Robert Lang - CEO L3C Advisors (USA)

Marcus Owens - Caplin and Drysdale (USA)

Beth Richardson - GIIRS, B Lab (USA)

Arthur Wood - Total Impact Advisors (Switzerland)

Stephen Lloyd - Bates Wells Braithwaite (UK)

TASK FORCE

An independent public benefit advocacy organisation

Founder / shareholder of Nexii

Primary mission:

to facilitate and increase the flow of capital to initiatives with an intentional social or environmental purpose and impact

Activities:

Dedicated research programmes to support field-building activities Conceptualisation, R&D, and testing of new financing mechanisms and models Advocacy Capacity development and training Research, comparative assessment and benchmarking of local and global

practices and standards

INTRODUCTION OF THE IMPACT TRUST

Supported by the National Treasury and South African Revenue Services (SARS) in South Africa

Funded by the British High Commission and the United States Agency for International Development (USAID)

Research objectives:

To identify and explore potential features for an alternative corporate, financial, legal and taxation policy and regulatory framework for

defined SMEs and high impact businesses in South Africa

To develop a white paper for submission and consideration by National government by March 2013

SA REGULATORY RESEARCH OVERVIEW

QUESTIONS / THOUGHTS /

REFLECTIONS / SUGGESTIONS

Provide insight into the global corporate structures available to social enterprises

Provide feedback on the research and analysis of the implementation feasibility of similar structures in South Africa

Participate in the critique of documents

Advocate for the needs of social enterprises and how these can be addressed through appropriate corporate structures

Comment on key issues affecting the design and application of dedicated corporate structures for South African social enterprises

THE ROLE OF THE TASK FORCE

Comment on questions, documents and issues in the Portal

Input on critical industry-related issues

Participate in stakeholder research and workshops

Contribute to the discussion on creating a framework

Help frame our thinking and planning on creating an alternative framework for South African businesses

WHAT WE EXPECT FROM YOU

URL: impacttrust.co.za

Log-in details to be provided to each Task Force member

THE TASK FORCE PORTAL

Accept the terms and conditions

TERMS AND CONDITIONS

The portal is similar to a blog with dedicated pages for input

WORKSPACE IN A CONSISTENT FORMAT

Use the right-hand menu for quick access to recent changes and the Task Force bios

WORKSPACE IN A CONSISTENT FORMAT

Review instructions on how to use the portal

Add a comment if you have any questions about the portal

“USING THE PORTAL” TAB

Documents are listed in 2 tables:

Existing South African Policy Documents

Documents produced by the research team

Comment on any documents listed in the comments field

Search for any documents available in the Portal

“DOCUMENTS FOR REVIEW” TAB

Help answer questions and address issues

Use Search tool to find specific information on this page

Use this tab to post a question by clicking “Ask a question”

“QUESTIONS AND ANSWERS” TAB

Publications are listed in 2 tables:

Task Force recommended reading

Other general resources

Access any documents used for the literature review

Upload documents to the Resource Centre by clicking “Upload your own document”

Search for any document stored in the Portal

“RELEVANT PUBLICATIONS” TAB

Add comments to questions or documents in the Comment field on each page

Comments are posted to the portal immediately

YOUR COMMENTS – BLOG STYLE

Use the Navigation buttons to:

Home – go to the portal’s Home Tab

About us – read more about Nexii and the Impact Trust

Contact us – directly contact the Nexii and Impact Trust team

Log out – log out of the portal session

NAVIGATION

The Portal has a dedicated page for immediate IT support

Click “Need help or having problems” to submit your issue

IMMEDIATE IT SUPPORT

QUESTIONS / THOUGHTS /

REFLECTIONS / SUGGESTIONS

Thank you