
Lance Sayce

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About me
Compliance Manager - at Pack 'n Stack
Education

Financial Planning Institute South Africa
2017 - 2017Regulatory Exam RE5Financial Regulatory Exam

Milpark Business School
1988 - 1990Diloma Marketing Marketing ManagmentMarketing Management
Experience

FNB Fiduciary
Dec 2005 - Dec 2016Trust Administration (RAF, IV, Testemenry)Will & Trust Sales & MarketingPower of Attorney Estate MarketingProduct Training & Branch SupportCustomer Service & CampaignsProviding Financial Planners with Technical Support Monthly Statistic ReportingTrust Deed Signing/RegistrationRelationship ManagementEstate PlanningTrust SpecialistTrust AdministrationTax & Investment PortfoliosRisk & ComplianceTrust Portfolio Management.Annual ReviewsAccount PaymentsTrustee Meetings Show less
Trust Specialist
Jan 2016 - Dec 2016Trust Specialist
Dec 2005 - Dec 2016

BeztForex
Jan 2017 - Dec 2018Franchise OwnerForex Solutions For All Businesses. Low MarginsSasfin Forex Business IntroducerForex Solutions For SME

Johannesburg Bowls
Jan 2019 - Mar 2021General ManagerManage JBA Executive schedules, calendars, and appointments.Managing office services by ensuring office operations and procedures are organized, correspondence is controlled; filing systems are designed; supply requisitions are reviewed and approved; and that clerical functions are properly assigned and monitored.Establish a historical reference for the office by outlining procedures for protection, retention, record disposal, retrieval, and staff transfers.Ensure office efficiency is maintained by carrying out planning and execution of equipment procurement, layouts, and office systems.Responsible for developing and implementing office policies by setting up procedures and standards to guide the operation of the office; ensure that results are measured against standards, while making necessary changes that are deemed necessary.Allocate tasks and assignments to subordinates and monitor their performance.Perform review and analysis of special projects and keep the management properly informed. Monthly reporting.Determine current trends and provide a review to management to act on.Ensure top performance of office staff by providing them adequate coaching and guidance and enforcing appropriate discipline to employees.Marketing of the association, including obtaining sponsorships for tournaments and JBA.Remain updated on technical and professional knowledge by attending workshops, joining professional associations and building networks with fellow professionals; and reviewing of industry publications.Responsible for ensuring office financial objectives are met by preparing annual budget for the office, planning the expenditures, analysing variances, carrying out necessary corrections that may arise and credit/debtor control.Participate actively in the planning and execution of JBA events, including Bowls SA tournaments as well as finals days.Responsible for developing standards and promoting activities that enhance operational procedures. Show less

Pack 'n Stack
Apr 2021 - nowInformation Officer - POPIAStaff Awareness and Training Risk Assessments Compliance AuditsESG Reporting Carbon Footprint ReportingFacilities Occupational Health and Safety Implementation of POPIA into Pack and Stack
Compliance Manager
Feb 2022 - nowProject Manager - POPIA
Apr 2021 - Jan 2022
Licenses & Certifications
- View certificate

Future of Sustainability Certificate of Attendance 2022
Topco MediaAug 2022
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