Do you treasure your legacy, skills, dreams and your Industry?
Join Ubuncwane Association today. You will not only enjoy the protection and back-up of like-minded individuals, but you will enjoy that protection you have always asked from your peers.
Join Now
It takes just a few steps to become a member. R250 registration fee + R250 membership fee p/month.
Become a MemberQualified Professionals
Founder members that have vast experience in the financial workspace. Collectively they have more than 100 years of experience in their respective professional fields.
Like-Minded
Ubuncwane provides you with an association of like-minded people that are in the same boat. They understand.
Ownership
Ubuncwane is owned by all members and act on behalf of all members.
“In life’s journey, having the ability to predict the future gives us an unfair advantage. If we can understand the laws of cause and effect, anyone can predict the future. What we do today leads us to tomorrow’s destination. Why does this simple truth seem to be difficult for most people to understand?”
Celso Cukierkorn
Six Steps of Financial Planning
UBUNCWANE IS COMMITTED TO HELPING YOU, the advisor, achieve the financial and lifestyle goals for your clients through a comprehensive support structure, as they understand your financial planning process. We believe that by understanding the financial advisor and the client’s needs, ambitions, aspirations and fears we are able to provide a unique and personalised solution, we follow and advise in our audit - the six step financial planning process, developed by The Financial Planning Standards Board Ltd. (FPSB) and to which the Financial Planning Institute of Southern Africa (FPI) is affiliated.
The auditing and support process is comprehensive, ongoing and encompasses all aspects of your business albeit; financial planning which includes investment planning, retirement planning and estate planning and structuring. It details the strategy for getting to where you ultimately want to be and how to protect you from unnecessary unsupported or opportunistic claims. For the first time there will be a Body not only owned by, but representative of the service provider.
In the audit process we determine and build the complaint file as follows:
Did the member (representative) do the following:
Step 1
Did the advisor establish and define the professional relationship?
Step 2
Gather enough information? (Including the client’s goals, timeframe and attitude to risk)
Step 3
Analyse and evaluate the complainant's financial status objectively?
Step 4
How did the representative develop and present the recommendations?
Step 5
How was the recording of The Implementation of the financial planning recommendations done?
Step 6
What monitoring was done of the financial planning recommendations/process?
About Us
Consider the challenges all financial advisors need to face to add value, remain relevant, build a sustainable business and above all, remain compliant with the myriad of regulatory provisions of the financial services industry. Failure to comply with these provisions can lead to complaints directed at the FAIS Ombud and the Regulator, that can result in reputational damage and the demise of a prosperous business.
Ubuncwane was birthed from the dire situation where the financial advisor stood alone when faced with a complaint from either the client or the Ombud, or even from the FSCA or other regulatory bodies. Financial advisors are often confronted by complainants that tend to develop selective amnesia when presented with proof of comprehensive suitable advice, but often financial advisors do not know how to handle these complaints in the correct format in order to avoid possible high legal expenses.
Meet Our Team
Meet the vastly experienced team at Ubuncwane.
Marietta Du Preez
Chairperson
Founder Member
Brian Mutale
Co-Operative Secretary
Founder Member
Jo-Anne Horkins
Founder Member
Gideon Vermaak
Vice Chairperson
Founder Member
Hein Bezuidenhout
Founder Member
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Head Office
766, Norman St, Montana Park, Pretoria
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Email Address
admin@ubuncwane.com
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Telephone
+27 12 548 0949
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Office Hour
Mon-Fri: 9am – 5pm
Get in Touch
If you have any questions or would like to become a member, please fill out the form below and we will get back to you as soon as possible.
"When insulted by injustice, face it, stand up against it and demand your right and justice."
- Sunday Adelaja