South Africa Association of Investors

1. South Africa Association of Investors Joyce Dimakatso Mpofu Chairperson SAAI

2. 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

3. 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

4. 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

5. Board ofTrustees Board of Directors Investment Professionals Sponsors SAAI Members SAAI Members SAAI Members SAAI Members Organisational Structure

6. 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

7. Starting Point Member Retention Valuable Services Individual Informal Group Frequent Communications Formal Group Fun ! SAAI Pathways to Investing Membership Options Individual Couple FamilyClubGroups Company

8. What’s in it for you? In development

9. Yearly Membership Fees • Individuals R300 • Couples R800 • Family/Groups/Clubs (up to 10) R1500 • Groups/Clubs/Companies (over 10) R3 000

10. Achievements to date • Institutional set –up • Membership • Individuals 35 • Couples 10 • Companies/clubs +1500 • Monthly educational meetings • Newsletter • Website

11. Where we want to go SAAI NATIONAL OFFICE Core branding & strategic partnerships • Targets by year end 2006 • 3 Operational Divisions • Membership, Education, Fundraising • Each division headed by Project Manager Education programme membership target • Youth (600) • Individuals, couples, families, stockvels (2500) • Formal companies/associations (60) • 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) • 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 Each Chapter has own financial records Each regional chapter will have local person responsible for all SAAI activities with support from the national office.

12. 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

13. 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 All opportunities can be explored through funding

14. 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

15. 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

16. 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

17. Strategic partnership formed • 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

18. 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

19. 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

20. 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.

21. 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

22. Proposed partnership We wish to engage with other organised investors and cooperate with them on the continent

23. Our details…. Website: www.sainvestors.co.za Email: saai@mweb.co.za Address: 61 Central Street, Houghton 2198, RSA Telephone: +27 (0) 11 715 3585 Fax: +27 (0) 11 715 3701

24. Thank you… "Money matters made simple" A not for profit organisation dedicated to investment education