South Africa Association of Investors

Joyce Dimakatso MpofuChairperson 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 forms of

investments (stockvels) Concept based on international model Strategic partnerships with

– Africa Vukani Investment Management Services, Legae Securities -WIPHOLD, JSE Securities Exchange, DTI –Empowerment Unit & Deutsche Securities

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

– Encourage wealth creation

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 & CSR

Organisational Structure

Investment ProfessionalsSponsors 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 and or participate in 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

☺ ☺ ☺(for a fee)

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 members?

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 +1500Monthly 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 are going

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 SADC regional chapter, Office space & equipment,

staffing, promotional materials, BOD quarterly meetings, funding for expansion

Membership– All categories +15 000, regional chapters

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 Supporters

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

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

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

Proposed partnership

We wish to engage with other organised investors and

cooperate with them on the continent

Proposed Partnership

MoU Partnership collaboration

Our details….

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

Address: 61 Central Street, Houghton 2198, RSATelephone: +27 (0) 11 715 3585Fax: +27 (0) 11 715 3701

Thank you…