Anchen Jacobs

Anchen Jacobs

Statutory Compliance

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location of Anchen JacobsGarden Route, Western Cape, South Africa

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  • Timeline

  • About me

    Executive Director of BNI Garden Route

  • Education

    • Intec College

      2008 - 2009
      Diploma Legal Assistant/Paralegal Conveyancing Secretary
    • Intec College

      2006 - 2007
      Certificate Legal Assistant/Paralegal Short Course in Paralegal Business Law
    • Kirkwood High School

      1992 - 2003
      Matric
    • Damelin

      2004 - 2004
      Certificate Business, Management, Marketing, and Related Support Services

      One year Certificate covering all areas in business management

  • Experience

    • Michael Howcroft Incorporated

      Feb 2005 - Aug 2006
      Statutory Compliance
    • Greyvensteins

      Sept 2006 - Mar 2007
      Conveyancing Secretary
    • Lee Strydom Fourie

      Apr 2007 - Sept 2010
      Conveyancing Secretary

      - ABSA Bank Bonds & Cancellations - GBS Mutual Bank Bond & Cancellations - Attending to property transfers – including accounts & payments - Estate Transfers - Debt Collection for major clients - Leasing of properties: Advertising for tenants, credit checks and screening of potential tenants, lease agreements, investment of deposits, managing problems and payment of owners and other accounts. - Liaison with Correspondents & clients - Control of business expenses and staff files - Control of Leave Applications and leave register - Capturing of payments on Trust Account bank statement - Personal Assistant to the Director which includes typing of correspondence, handling incoming calls, seeing clients and running the Conveyancing Department - Issuing of trust & business cheques - Issuing of receipts on Lexpro Accounting - Switchboard duty on request - Petty Cash Controller - Formation and registration of Close Corporations and Companies - Trust banking As the GBS Mutual Bank agent (November 2007 – November 2009): - Advising clients about investment opportunities - Compilation and maintenance of Investment client data base - Daily withdrawal & receipt schedules - Daily GBS Mutual Bank banking - Controlling the daily float of R10 000.00 Show less

    • Michael Howcroft Incorporated

      Oct 2010 - Jan 2015
      Statutory, Governance and Admin Manager

      - Formation of Trusts, Companies and all changes thereto and deregistration thereof. - Changes to Close Corporations and deregistration thereof.- Sale of Share Agreements, STT calculations, Share transfers and Share Registers.- Compliance with statutory bodies: SAICA, SAIPA, FSB, IRBA, FAIS, FASSET.- VAT, PAYE, SDL, WDC levies and Income Tax registrations. - Department of Labour Registrations, Annual Returns, Monthly submissions and recordkeeping.- CIPC Annual returns- Draft of Wills/Securities.- Administration of Deceased Estates.- Draft of Legal Documents – MOI, Shareholders Agreement, Partnership Agreements, Sale of Business Agreements, Subscription Agreements, Association Agreements, Acknowledgement of Debt, Lease Agreements, Sale of Going Concern Agreements etc.- Compilation of Section 51 Manuals with regards to the Promotion of Access to Information Act- Draft of internal policy documents relating to current legislation: FICA, POPI, Money Laundering etc- Maintenance of client’s Statutory and personal information.- Excellent knowledge of CIPC procedures- Preparation of minutes.- Business Administration Duties Show less

    • Metro Secretarial (Pty) Ltd

      Jan 2015 - now
      Owner

      Formation of Trusts, Companies and all changes thereto and deregistration thereof. - Changes to Close Corporations and deregistration thereof.- Sale of Share Agreements, STT calculations, Share transfers and Share Registers.- Department of Labour Registrations, Annual Returns, Monthly submissions and recordkeeping.- CIPC Annual returns- Draft of Legal Documents – MOI, Shareholders Agreement, Partnership Agreements, Sale of Business Agreements, Subscription Agreements, Association Agreements, Acknowledgement of Debt, Lease Agreements, Sale of Going Concern Agreements etc.- Compilation of Section 51 Manuals with regards to the Promotion of Access to Information Act.- Maintenance of client’s Statutory and personal information.- Excellent knowledge of CIPC procedures- Preparation of minutes.- Business Administration Duties. Show less

    • METRO SECRETARIAL

      Jul 2015 - now
      Business Owner
    • BNI South Africa Eastern Cape

      Aug 2019 - now
      • Regional Administrator

        Jun 2021 - now
      • Director Consultant

        Aug 2019 - now
    • BNI Garden Route

      Jun 2024 - now
      Executive Director
  • Licenses & Certifications

    • Commissioner of Oaths

      Feb 2016