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Collective Investments - Marketing

Estimated study time: 10.5 – 15.5 hours

The primary focus of this module is to introduce the learner to the marketing
of collective investment schemes industry in South Africa. Our focus
in this module initially is on the regulation and requirements of marketing
of collective investment schemes.

In the first three topics we primarily examine the Codes of Practice/Conduct
published by the industry association, ASISA, that impact on the
marketing function. In the last two topics comprising this module, we
look at financial planning and requirements in terms of the FAIS General
Code of Conduct.

Topics

  • Advertising Practices
  • Pricing & Performance Reporting
  • Investor Communication & Fund
    Classification
  • Establish a Professional Relationship
  • Gather and Analyse Client Data