Jaarboeke

2018

• 2016
• 2017
• 2019
• 2020
• 2021
• 2022
• 2023
• 2024
• 2025

Afrikaans

• English

*Hierdie inligting is slegs in Engels beskikbaar.

Surplus management. Mergers, acquisitions, insolvency and closure. Options and guarantees. Stakeholders. External environment. Regulation. Introduction to financial products and customer needs. Benefits overview and providers of benefits. Life insurance overview and life products. General insurance overview and products. Cash flows of simple products. Contract design. Project management. Capital project appraisal. Money markets. Bond markets. Equity markets. Property markets. Futures and options. Collective investment schemes. Overseas markets. Economic influences on investment markets. Other influences on investment markets. Relationship between returns on asset classes. Valuation of individual investments. Valuation of asset classes and portfolios. Investment strategy – institutions. Investment strategy – individuals. Developing an investment strategy. Modelling. Data. Setting assumptions. Expenses. Pricing and financing strategies. Discontinuance. Valuing liabilities. Accounting and disclosure. Surplus and surplus management. Sources of risk. Risks in benefit schemes. Pricing and insuring risks. The risk Management process. Risk management tools. Capital management. Monitoring.