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Z SASA Private Practice Business Unit & PSG Konsult Details of the agreement between the SASU PPBU and PSG Konsult to bring financial services to SASA.

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Presentation on theme: "Z SASA Private Practice Business Unit & PSG Konsult Details of the agreement between the SASU PPBU and PSG Konsult to bring financial services to SASA."— Presentation transcript:

1 z SASA Private Practice Business Unit & PSG Konsult Details of the agreement between the SASU PPBU and PSG Konsult to bring financial services to SASA members at preferential rates Koeloe Landman

2 Membership of The South African Society of Anaesthesiologists (SASA) offers all its members direct access to professional financial and investment advice in terms of an agreement between SASA’s Private Practice Business Unit (PPBU) and PSG Konsult. PSG Konsult are leaders in the field of holistic financial planning and specialise in the fields as described in this document. PSG Konsult has a national footprint which enables it to provide expert advice to all SASA members countrywide. This agreement offers you a unique opportunity to develop a goal oriented plan to ensure financial independence

3 Background SASA currently has 1500 paid-up members As a group, we anaesthetists and SASA members represent significant financial resources As individuals each of us has specific needs wrt financial affairs including: Protection of assets; Trust and Estate Planning advice; Investment expertise To benefit from this group negotiating strength, the SASA Private Practice Business Unit has reached an agreement with PSG financial services group to offer an array of services at negotiated rates to all SASA members. There is no obligation on any member and the consultations are done at no cost.

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5 PSG KONSULT OFFERING TO SASA MEMBERS ProductGeneral cost of similar products in the market Normal PSG costs for non-SASA memberPSG / SASA offering Share Portfoliosn/a ConsiderationOnline Scale MinimumR 98 Below R25, % 0.50% R25,000 - R100, % 0.50% R100,000 - R250, % 0.50% R250,000 - R1,000, % R1,000,000+Negotiable Unit Trust Platform Fee0 tot 1.5% %Initial fee 0% Wills0 – R1000R 850Free Estate PlanningAverage R2000 hourly rate 1.5 hour free consultation Financing for Motor Vehicle and Medical Assets Prime to Prime + 1%Prime RatePrime – 1.5% * Holistic Financial Planningn/a Free * Terms and conditions * VAT added to fees Benefits to SASA members PSG KONSULT OFFERING TO SASA MEMBERS ProductGeneral cost of similar products in the market Normal PSG costs for non-SASA memberPSG / SASA offering Share Portfoliosn/a ConsiderationOnline Scale MinimumR 98 Below R25, % 0.50% R25,000 - R100, % 0.50% R100,000 - R250, % 0.50% R250,000 - R1,000, % R1,000,000+Negotiable Unit Trust Platform Fee0 tot 1.5% %Initial fee 0% Wills0 – R1000R 850Free Estate PlanningAverage R2000 hourly rate 1.5 hour free consultation Financing for Motor Vehicle and Medical Assets Prime to Prime + 1%Prime RatePrime – 1.5% * Holistic Financial Planningn/a Free * Terms and conditions * VAT added to fees

6 FNB Merchant Services for SASA members Credit Card Commission Rate21,5 % Debit Card Commission Rate1,10 % Gemalto Gemalto MagIC3 X8 fixed desktop terminal R per terminal Gemalto MagIC3 M8 mobile portable terminalR per terminal TrainingNo Charge Terminal Installation Cost / InternetR350 per terminal (once off) Speed point Tally RollsFor the merchants account Minimum Merchant FeeR Speed point Maintenance FeeNo Charge Insurance for Rental EquipmentThe Merchant must provide insurance for all POS terminals rented to them, the replacement cost of the terminal is R7 000 per terminal 1.The above fees are Excluding VAT 2.The SASA member does NOT have to move his/her bank accounts to FNB to access these rates

7 The future SASA PPBU and PSG have concluded a ground-breaking agreement to provide holistic financial services to SASA members at preferential rates Performance will be monitored by both SASA and PSG with a view to extending the preferential advantage in future To access this offer or for more details contact: - SASA PPBU: - Koeloe Landman (CE Group Projects PSG Konsult) /


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