Available downloads

Please find below BVSA Guideline booklets on various relevant topics. These are currently only available in English for your reference. Please contact your local BVSA representative for more information or specific enquiries.

B-BBEE Guide

The information contained herein is a summary of some of the key provisions contained in the Broad-Based Black Economic Empowerment Amendment Act, no. 46 of 2013, (the “B-BBEE Amendment Act”) which came into operation on the 24 October 2014, and the amended B-BBEE Codes of Good Practice, which became effective during May 2015. The guide is issued as a general overview of the amended Codes, to highlight those aspects that will have to be faced in the future when meeting the challenge of empowerment.

Consumer Protection Act Guide

This guide is intended as an easy reference, pocket-sized guide for consumers, business owners, directors, advertisers, marketing consultants, franchises, and anybody involved in the supply of goods and services. The Act will affect virtually every business that trades in South Africa, as well as voluntary associations. It is intended to protect the vulnerable consumer, and thus knowledge of consumer rights across the board is essential.

Directors Guide

The information contained in this guide is a summary of some of the key issues affecting directors and officers of companies and provides an overview of relevant legislation. With improving standards of corporate governance, directors are required to be more and more accountable, transparent and responsive to stakeholders and to society. Directors and officers are required to be cognisant of corporate legislation about their office.

Tax Guide 2019/2020

The BVSA tax guide has been developed to provide a synopsis of the most important tax, duty and levy related information for 2019/20.

Guide to the Memorandum of Incorporation

This guide is intended to serve as a guideline to the drafting of a new MOI as required by the Act (read together with the Companies Amendment Act and Companies Regulations).

Estate Planning

The information contained herein is a summary of some of the key estate planning principles. Estate planning touches on many areas, and involves not only planning for death but also planning during your lifetime – from financial planning, health planning, matrimonial property regime planning, income tax and business planning, to offshore and retirement planning – all of which should form part of any comprehensive estate planning exercise.

Ethics Guide

The information contained herein is a summary of the key concepts and issues and primary business challenges related to workplace ethics. The guide, therefore, extends beyond a list of do’s and don’ts to provide a more comprehensive understanding of workplace ethics. The guide aims to enable the more effective management of ethics in the workplace.

Guide to Companies act no.71

The information contained herein is a summary of some of the key aspects of the Companies Amendment Act, 2011 and the Companies Regulations, 2011 and the Companies Act, 2008 (read together), and is issued to clients as a general overview thereof.

Property & Tax Guide

The information contained in this guide is a summary of current legislation, budget proposals, and property-related information.

Sustainability Guide

The information contained herein is a summary of some of the key concepts and challenges which business, government and the individual face concerning environmental issues facing our planet, social responsibility, corporate governance, and the concept of sustainable business practices.

Treating Customers Fairly Policy

Our TCF policy is structured according to the guidance provided by the FSCA – Financial Sector Conduct Authority to ensure we consistently deliver fair outcomes to our clients. We take responsibility for BVSA Konsult Pty Ltd and all staff providing an enhanced service quality to clients, based on a culture of openness and transparency.

Complaints Resolution Policy

This document explains the procedure should you wish to complain about any of the financial services rendered by our brokerage, and sets out the process which our brokerage will follow in order to resolve the complaint.

Conflict of Interest Management Policy

In terms of the Financial Advisory and Intermediary Services Act, 2002, BVSA Konsult Pty Ltd is required to maintain and operate effective organizational
and administrative arrangements with a view to taking all reasonable steps to identify,
monitor and manage conflict of interest. BVSA Konsult Pty Ltd has put
in place a policy to safeguard its clients’ interests and ensure fair treatment of clients.

Start typing and press Enter to search