Webinar: Offshore Transfers

Webinar: Offshore Transfers
FPI CPD Approval FPI21060029

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Join the Financial Planning Institute of Southern Africa (FPI) and Lauren Walker from Currency Partners for an hour long webinar which will be available to watch until 31 May 2022 2022 and you will be awarded 1 Technical CPD hour upon completion.

In this webinar, Lauren will explain how offshore transfers work and how the South African Reserve Bank exchange control rulings apply to South African residents.
Lauren will cover the process, exchange control rulings and FX products available to clients when doing offshore transfers.
Some of the topics included in this webinar will be Annual Allowances, Foreign Currency Accounts, Hedging for individuals, Tax Clearances and SARB Special Approvals.

Lauren will cover some of the below:

  • Foreign Tax Clearances Certificates
  • Individual Allowances
  • SARB Special Approvals and
  • Hedging for Individuals

Webinar Details:
Available: 3 June 2021 - 31 May 2022
CPD: 1 Technical Verifiable CPD hour
COB Category: Investments
Financial Planning: Asset Management | Tax Planning
Financial Advice: Investments & Investment Risk | Taxation as it relates to financial services
Cost FPI Member: Complimentary (All FPI designated members will receive all webinars for free as a membership benefit which are pre-registered and accessible via the E-learning portal)
Cost Non-Member: R250 

About the speaker - Lauren Walker
Lauren’s enthusiasm for people, sales and numbers have been the driving force that made her excel in her financial services career. She started at 1st Contract in 2007, helping the FX team with their Business Development. She next worked at Bidvest Bank, managing the Cape Region’s Corporate FX Sales team. In 2015, she was included in the Bidvest Academy. In 2016, Lauren won the Regional Leadership Award. She then ascended to an area head-position, managing all branch and business banking in the greater Cape Region. In mid-2018, she joined Currency Partners. As the Head of Business Development at Currency Partners, Lauren can leverage her years of experience to manage and optimise sales, products and distribution, growing the business in the process. In her spare time, Lauren enjoys a game of golf and being the best mom possible to her two young boys. 

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6/3/2021 11:00 AM - 5/31/2022 11:59 PM

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