| Firm |
AGENTSKAP WILLEM PUNT EDMS BPK |
| Address |
496 Kay Avenue, Menlopark, Pretoria, 0102 |
| Qualifications |
Dipl. P.R. (Wits Tech)
B.A. Hons (Univ Pretoria)
Various courses in assurance, insurance, investments, sales and management. |
| Financial Advisors Fields of Specialisation |
Facilitation of retirement funds for small to medium companies i.e. risk, administration and trustees, funds portfolio management through professionals. Cover all other areas of financial planning too. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Professional Property Valuer Reg. No. 1081/2 |
12 years in banking, 9 years in Public Relations, 5 years full time in cultural built environment conservation. Established Agentskap Willem Punt in 1978.
Awards:
IQA 1980; Old Mutual 1985; LUASA 1994; Sports Car Club Honours 1960; Simon van der Stel Foundation 1973; Editor's Prize Design Magazine 1971, Dutch-SA Society Award 1984; Jan van Riebeeck Foundation Gold Medal 1988; Old Pretoria Certificate of Merit 1970; Junior Chamber International Senator 1988; Rotary Foundation Paul Harris fellow 1999; Public Relations Institiute of SA Chartered Practitioner 1993.
Registrations:
Financial Services Board
SA Council for the Property Valuers Profession.
Memberships:
Insurance Institute of SA; Insurance Brokers Council; Institute of Property Valuers; SA Akademie van Wetenskap en Kuns; Rotary Club Pretoria East; Orde van die Prince Pretoria; Old Pretoria Society; Tshwane Buildings Heritage Society; Africana Society; Jan van Riebeeck Foundation; Tshwane Metropolitan Council Street and Place Names Committee, Nederlands Zuid-Afrikaanse Vereeniging Amsterdam.
|
| Other Companies represented |
Stanlib, Spektrafin, ABSA, M-Cubed, Clientelle, Fedbond, PIC, Blue Everest, Sharemax, Blue Pointer
SHORT TERM:
Hollard, M&F,Santam, SAU, New Wave, Europ Assist |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
not specified |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
3 - 5 |
