Services

INDEPENDENT ACTUARIES & CONSULTANTS.

1.  INVESTMENT ADVISORY

We’re here to guide you through the challenging & complicated financial environments by developing customised strategies for YOUR fund & to ensure that your benchmarks are met.

We have a dedicated team that creates OPTIMIUM strategies & assists you in selecting investment manager s. In addition to our INTERNAL manager research capabilities, we also have access to external manager research which we use as part of our initial screening. Due to our client base, profile and structuring approach, we are often able to substantially NEGOTIATE your investment MANAGEMENT FEES for YOUR benefit.

As a LEADING, independent financial advisory company, IAC’s enviable track record can be attributed to our entrepreneurial management, our dedicated and skilled people and the company’s commitment to providing independent, innovative advice.

OUR KEY SERVICES & CAPABILITIES ARE:

– Comprehensive asset consulting services.

– Investment Policy Development and Review.

– Asset liability modelling.

– Manager selection and portfolio construction services.

– Life stage and individual member investment choice modelling.

– Performance and risk measurement and analysis.

– Investment Training.

For further information relating to our INVESTMENT ADVISORY services that we are able to offer, please do not hesitate to contact us on +27 21 422 4373 OR email victor@iac.co.za

2.  RETIREMENT FUND ACTUARIAL

We believe that presenting complex information in a simple & understandable way is vital when we engage with our clients. With our vast experience, our substantial team & our ability to relate to you, the Trustee. IAC will provide ACTUARIAL solutions that will add value to your members & service satisfaction that will surpass your expectations.

Our 3 STATUTORY VALUATORS (qualified actuaries), that are FSB approved to advise on ALL Retirement Schemes, including Defined Benefit and Hybrid Schemes. With an average of over 20 years experience each they are able to provide the advise that Trustees require both efficiently & timeously.

IAC is an approved actuarial service provider by ASSA & an approved actuarial training office. We are also approved LIQUIDATORS for Retirement Funds.

OUR KEY SERVICES & CAPABILITIES ARE:

– Retirement Fund valuation calculations and reports.

– Retirement Fund actuarial advisory work.

– Retirement Fund financial reviews (including fund interest declarations where required).

– Ad hoc calculations including individual member calculations.

– Special investigations (including surplus schemes).

– Compliance with statutory requirements.

– Actuarial compliance management.

– Retirement Fund Liquidations

For further information relating to our RETIREMENT FUND ACTUARIAL services that we are able to offer, please do not hesitate to contact us on +27 21 422 4373 OR email asim@iac.co.za 

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3.  FINANCIAL STATEMENT & OTHER MODELING

We believe in INDEPENDENT, thorough calculations that are comprehensively documented in order to assess risk & improve performance.

Financial Statement Services typically include IAS19 (GRAP 16/25) Valuations (including Disclosure Statements) as well as calculation or verification of financial transactions reported in the AFS (eg. IFRS13). Our Modeling Services include development of financial models, validation or verification of financial models as well as customised financial calculations.

We use our knowledge, passion & experience to develop long term partnerships with our clients through a range of projects and services.

OUR KEY SERVICES & CAPABILITIES ARE:

–  IAS19 (GRAP 16/25) Valuations for Post Employment Liabilities (eg.Retirement Fund, Medical Redundancy, Long Service),

– Valuation of financial instruments,

– Review of derivative valuation models,

– Review & calculation of Employee Share schemes & BEE schemes,

– Credit Value (CVA) & Debit Value Adjustments (DVA) which is the new requirements under IFRS13.

For further information relating to our FINANCIAL STATEMENT & OTHER MODELING services that we are able to offer, please do not hesitate to contact us on +27 11 656 4170 OR email  pamela.wolmarans@iac.co.za

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4.  INSURANCE ACTUARIAL

We believe in providing you with INDEPENDENT, COST EFFECTIVE actuarial reporting & advice. Our INNOVATIVE value add will be beneficial to your stakeholders.

OUR KEY SERVICES & CAPABILITIES ARE:

– Life Insurance Actuarial services, including:  Valuations, Pricing, Product Development, Regulatory Capital (SAM) & other calculations & advice

– Short-term insurance Actuarial services, including: Reserving Pricing & Related advice,

– Funeral & Friendly Society Actuarial Services,

– Applications for Insurance Licence,

– Provision of Statutory Actuary Service,

– Advice on Actuarial impact of Mergers, acquisitions and disposals,

– Other Insurance Actuarial Advice, including:  Banking / BASEL

For further information relating to our INSURANCE ACTUARIAL services that we are able to offer, please do not hesitate to contact us on +27 21 422 4373 OR email asim@iac.co.za

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5.  MVA, DELICTUAL ACTUARIAL

We are passionate about being extraordinary in everything we do.  Independent Actuaries & Consultants provides a complete range of MVA & DELICTUAL Actuarial services, whether it is preparing clear, concise Actuarial quantification reports or unpacking existing reports for the legal profession.

We have qualified actuaries available to assist you with your super urgent matters.

OUR SERVICES INCLUDE:
– Motor Vehicle Accident (MVA) calculations and reports.

– Maintenance Claims.

– Deceased Estates.

– Medical Negligence.

– Other damages claim calculations and reports.

For further information relating to our MVA/DELICTUAL ACTUARIAL services that we are able to offer, please do not hesitate to contact us on +27 11 656 4170 OR email roelf.nel@iac.co.za  

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6.  PEER REVIEW

We perform technical peer reviews for a range of actuarial liabilities & complex financial calculations. We have substantial experience in providing PEER review reports in all our above practice areas.

Should you have any Actuarial or Financial Calculation that is important to you & that you are not completely comfortable with perhaps an INDEPENDENT EXPERT Peer Review will shed some light on the matter.

For further information relating to our PEER REVIEW ACTUARIAL services that we are able to offer, please do not hesitate to contact us on +27 21 422 4373 OR email asim@iac.co.za

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