Dawn Snyman

Experience

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  PSG Wealth Financial Planning Pty Ltd

  May 2005 - May 2022

  Client Liaison Officer/Trader

  Key Responsibilities – Shares Local and Offshore Obtaining clients mandates & FICA Loading mandates and FICA on my base Notifying clients of new account details and bank details for deposits Liaising with Executors regarding estate late shares and transferring of shares to beneficiaries Buying and selling of shares instruction only Correction of misdeals for office Assist client with selling of Keeromstraat 30 & Nasionale Pers Beleggings_shares Loading & amending of cost prices onto client’s accounts Transferring of shares and portfolios, internal & external. Applying for lost shares Sending indemnity documents to clients for lost shares. Withdrawal of shares from Computershare for various clients Withdrawal of shares from Link Market Services for various clients Back up for reception area General client queries Send out statements & capital gains tax reports Deactivating of dormant accounts Checking of share certificates Loading of shares onto client’s accounts-Demat Distribution of brokers notes for trades Petty cash General administrative requirements Dealing in offshore shares & currency conversions. Dealing with corporate events & following up with clients regarding their choice Arranging proxies and letter of rep for company AGM’s Assisting client with CFD & SSF trades and opening of accounts instruction only  Sending cession agreements, checking agreements are in place and notifying bank. Lifting of cessions Assist clients with their Richemont tax claim documentsKey Responsibilities: Wealth Planning Assisting client with application to various funds Obtaining clients application forms, mandates & FICA documentation Submitting all forms and relevant documents to the product suppliers for processing Confirming with client when application is finalized Processing of withdrawal, additional investments, switches, debit order changes, transfer & surrender instructions InvestecCCM payments Show less

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  PSG Wealth Financial planning

  May 2005 - Mar 2022

  Client Liaison Officer/Trader
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  Sanlam Private Wealth

  Apr 2022 - now

  Portfolio Manager Assistant