South Africa Association of Investors

Joyce Dimakatso Mpofu

Chairperson SAAI

Rationale

Background– Little investment by ordinary South Africans

– Need accessible learning about investments in a fun and social way

– Opportunity to build on existing informal associations

Concept based on international model Strategic partnerships with

– JSE Securities Exchange, Legae Securities, DTI –Empowerment Unit, Deutsche Securities, and women’s groups

Our Vision

To create a nation of competent investors – By unlocking untapped investment opportunities

– by providing a platform for members to learn investment skills in a

accessible and non intimidating way

– By encouraging shareholder activism

Mission

To provide programs, services and products designed to help people at all levels of knowledge to become successful, long term investors

Accessible, fun and non intimidating forum to remove mystery and fear, and to build confidence

Long term – platform for broadbased BEE & SRI

Organisational Structure

Investment Professionals

Sponsors Board of Directors

Board ofTrustees

SAAI Members

SAAI Members

SAAI Members

SAAI Members

Membership criteria

Anyone who has disposable income and wants to learn about investments

Particularly encouraged to be members:– SME women entrepreneurs

– Young professionals at the start of their careers

– Middle management professionals

– HDI’s

Starting Point

Individual

Informal Group

Formal Group

MembershipOptions

Couple

FamilyClub

Groups

Individual

Member Retention

Valuable Services

Frequent Communications

Fun !

SAAI Pathways to Investing

Company

Services Members:Individuals

and Couples

Members:Clubs

General Public

Investor’s Toolkit “Fun and Gains”

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E-Mail Newsletter

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SAAI Educational Seminars

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Website: Members’ Portal

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Special Events ☺ ☺

Technical Support to Clubs

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Articles ☺ ☺ ☺

Radio spots ☺ ☺ ☺

Website: public pages

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What’s in it for you?

In development

Yearly Membership Fees

Individuals R300

Couples R800

Family/Groups/Clubs (up to 10) R1500

Groups/Clubs/Companies (over 10) R3 000

Achievements to date

Institutional set –upMembership

– Individuals 35– Couples 10– Companies/clubs +1500

Monthly educational meetingsNewsletterWebsite

•Educational ActivitiesWebsite • Newsletter editions •Educational brochures•Educational seminars/ special events •Youth Financial Fitness camps•Educational material development•Formal SAQA compliant and assessed competencies-Case studies from membersGames, simulations and experiential workshops-Advocacy & lobbying ( Radio, TV and community newspapers, public campaigns)

Each regional chapter will have local person responsible for all SAAI activities with support from the national office.

SAAI NATIONAL OFFICE

Targets by year end 20063 Operational Divisions Membership, Education, FundraisingEach division headed by Project ManagerEducation programme membership target

Youth (600)Individuals, couples, families, stockvels (2500)Formal companies/associations (60)

Each Chapter has ownfinancial records

Core branding & strategic partnerships

Where we want to go

National Geographical SpreadEach province will have a regional chapter

- Regional Chapter Co-ordination Node – Johannesburg PHASE 1 -Current

-Regional Chapter Co-Ordination Committee – Durban PHASE 2

-- Regional Co-Ordination Committee – Cape Town – PHASE 3

Indicators of Success

Organisational development– Fully constituted regional chapter, Office space & equipment, staffing,

promotional materials, BOD quarterly meetings, funding for expansion

Membership– All categories +15 000, regional chapters in 9 provinces

Educational Activities – Development of 4 new educational tools, national seminars, workshops

Greater participation in formal investment (JSE) by HDI’s raised by 3-5% per annum

Shareholder activism levels raised

Opportunities

Developing the skills to upgrade the confidence to take on the risk of equity/money market & other investments as viable vehicles for savings and wealth creation

Country wide presence particularly outside major metropolitan areas – greater participation by HDI’s

Overcoming psychological barriers regarding financial technical matters

Benefits for Sponsors

Corporate transformation– Through partnering with SAAI, companies can contribute to

broadbased BEE and Financial Services Charter targets

Contribution to confidence & long term growth of the financial sector and ultimately the South African economy

Exposure to target market at SAAI presentations/seminars Promoting financial literacy at community level (CSI) Website exposure – hyperlinks to sponsoring company

websites Broad-based confidence in financial structures

Proposed Partnership – Sponsor & SAAI

Patron sponsor of SAAI Visibility/Presence at selected SAAI Educational

Seminars/Events Sharing experiences & information about established

‘mainstream’ investments & shareholder activism Co brand selected investor educational seminars/events

and co-sponsored activities Developing educational seminars to be administered to

Sponsor investors & employees for a prescribed fee

Strategic Partnerships formed Legae Securities

– 75% of launch costs– Offsetting a portion of our operational costs – Office space– Technical support – Co-sponsor national road show

Deutsche Bank – Venue and refreshments– Technical support – Other in kind support such as sponsoring a

conference at year end 2005

Africa Vukani– Co-developed a needs analysis form for SAAI members

– Provide technical investment education to our members

– Co-develop selected educational tools

JSE Securities Exchange– Venue and refreshments for educational seminars

– Widening access to JSE in terms of BEE

Strategic partnership formed

Strategic Partnerships formed

Satrix – In discussion together with JSE on Toolkit and Out Reach

programme

– Presence and technical input at selected SAAI events for a fee

– Input into SAAI website

Majorgraph Advertising– Once off logo design

Being pursued: BMF, SAWEN, DYF, Students Unions

What SAAI requests from Sponsor

Funding for national expansion programme for SAAI Official endorsement of initiative

– Where SAAI is able to utilise Sponsor’s logo on agreed material

Continuous and sustained presence and material at selected SAAI functions – Banner, any material for take home

Offer SAAI a business opportunity as a service provider of investment education to membership

Have a link, reference point/resource for advice and information support for website

Sponsor categories

Bronze - under R300 000 per annum Silver – R301 000 to R399 000 per annum Gold - R400 000 to R499 000 per annum Diamond – R500 000 to R549 000 per annum Platinum – R550 000 to R1 000 000 per annum Patronage – over R1-m per annum co-branding on products, events, regions vary

according to sponsor category. Full details available in attached letter.

Accountability

All training will be outcomes-based and SAQA compliant– All skills formally assessed

– All training evaluated in terms ROI

Skills transferred will be linked to measurable outcomes– Ultimate ROI will be made up of measurable

programmed activities.

Sponsors will have reports quarterly

Proposed partnership

We wish to engage with other organised investors and

cooperate with them on the continent

Our details….

Website: www.sainvestors.co.zaEmail: saai@mweb.co.za

Address: 61 Central Street, Houghton 2198, RSA

Telephone: +27 (0) 11 715 3585

Fax: +27 (0) 11 715 3701

Thank you…