Jeremy has had more than 40 years in the financial services industry, having established his own business – which became Multilect – in 1976.
“We started the concept of clients having a policy administrator and the flexibility to move their assets seamlessly between institutions at no cost. Our innovation during the 1970s introduced ideas such as this to the industry that are now common in South Africa.”
Multilect Founder
Marina enjoys building relationships with Multilect clients and and coming up with innovative solutions. She has worked in the financial services industry for 38 years.
“I take great pride in being part of the team that took Multilect from a start-up to the company it is today.”
Nick Jacobs has more than 40 years’ experience working with retirement funds. Following a long stint with Legal and General (UK), Nick moved to senior management at Legal and General (SA), after which he joined Glenvaal (today Glenrand), eventually taking up the post of managing director.
During his tenure at Glenvaal, Nick was appointed trustee and chairperson of various funds. Since his retirement in 2017, he has been appointed independent trustee of a number of umbrella funds and standalone funds. He is also principal officer of a standalone fund.
A graduate of Wits Business School, David Crawford is a member of the Financial Planning Institute. He chairs the Institute of Retirement Funds’ Africa trusteeship and education committee, occasionally writes for leading financial publications, and regularly features on Classic FM’s Classic Business with Michael Avery.
David joined the life and pensions industry in the late 1970s. He provides retirement fund member education through Crawford Employee Financial Guidance, which lists several blue-chip companies as clients.
Bobby is the founder of Legal Dynamix where he consults with corporations on a wide range of in-house legal issues from litigation to advising on being a Director/Pension Fund Trustee. Bobby was the Compliance Manager for AngloGold Ashanti from July 2003 to December 2008.
Elia graduated from the University of South Africa with a B. Compt Honors in 1995. Elia passed the Public Accountants and Auditors Board Examination, CA(S.A) in 1999 after which she proceeded to obtain a Higher Diploma in Tax Law from the University of Johannesburg in 2007.
Elia is the Group Financial Manager for a large media company where she is responsible for the preparation and submission of complex tax returns.
Under the umbrella of her company, EB Support Services, Mandy Bronkhorst consults on legal and technical work relating to pension funds for a number of companies. She also provides financial advisory and intermediary services (FAIS) training, and trustee training for pension funds.
Mandy obtained her Bachelor of Arts degree from the University of the Witwatersrand, followed by a diploma in law compliance from the University of Johannesburg. She has also completed her RE1 and RE5 regulatory FAIS exams.
Mandy previously worked at African Life Insurance, as a compliance specialist at Sanlam, and as a consulting actuary at Liberty Life and Ginsburg Malan & Carsons – specifically on the legal and technical aspects of pension funds.