MONDAINE GROUP

COMPANY PROSPECTUS

2020

Mondaine Group Company Prospectus 2020 | 2

INTRODUCTION MONDAINE GROUP is a nationally represented financial services consultancy business,

which was founded to facilitate holistic and professional financial advice and

intermediary services to our clients and business community, in association with registered

financial service provider companies. Mondaine Group is uniquely positioned to assist

any Adviser and Client with a tailored, holistic financial growth strategy, based on his/her

own unique requirements.

At the core of our business lies the delivery of comprehensive financial planning and

investment management expertise, leveraged throughout our Financial Services Provider

divisions, and our strategic partnerships with industry leading product providers.

Our insight into national and international industry and economic developments provides

a distinctive advantage in delivering a superior service and support to our Clients and

our Advisers.

We facilitate the protection of the life’s and

assets of more than 48 000 clients and strive

to build value into these relationships. We

believe in building infrastructure that is

capable of servicing and sustaining holistic

financial solutions.

We stay ahead of the constant change in

the industry with continuous research and

development to meet and exceed the

changing needs of our clients.

Proven leadership, specialised knowledge

and an excellent executive management

track record, is what allows our specialized

Advisers to offer financial stability to our

clients.

The combined and specialized knowledge

of our executive team is supported by:

• A national head office in Cape Town

• 9 Regional support offices

• In excess of 100 duly registered,

professional Financial Advisers

• In excess of R1 Billion Assets under advice

• In excess of 48 000 Affluent Clients

• In excess of a 100 Product Provider

Mandates. (Including all the leading

Insurance Product Providers).

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COMPANY STRUCTURE

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OUR BUSINESS VALUES

TRUST Great achievement awaits those who

speak and seek the truth, supported by

their actions.

TOGETHER A single action, conducted by

multiple highly motivated people can

take excellence to extraordinary.

The greatest gift to oneself is

knowledge.

The greatest gift to humanity, is sharing

the knowledge.

TRIUMPH Triumph is the result of infinite

determination to achieve more than

average. When we do more, learn

more, want to become more - that is

when we achieve more.

OUR MISSION EMINENCE OF SUCCESS

It is our mission to provide expert and

professional financial advice and quality

financial products and solutions, from a

national financial services business, to the

mutual benefit of our business associates,

our clients and our community.

We are trusted as an accessible and

supportive brand, offering financial advisers

and clients expert support, longevity and

peace of mind.

WE OFFER OUR CLIENTS

MONDAINE GROUP will assist you in building

an all-inclusive financial plan to obtain

maximum benefits. We offer ongoing

support and regular personal meetings to

evaluate your growth and offer/implement

enhancements towards your financial

wellness.

OUR FINANCIAL PRODUCTS AND SERVICES

Advice that flows from experience, and with our highly Accredited Advisers we can

commit towards comprehensive multilevel financial solutions that will be to the benefit

of you and your family.

Life Assurance | Investments | Medical Aid & GAP Cover | Short-Term Insurance and

Fiduciary Services, are part of the holistic offering towards our clients. Taking care of

your family’s financial needs should be an important goal in life and we want to help

you to realize this goal with our sustainable financial solutions. Your success is our

passion.

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EXECUTIVE SALES TEAM

Jacques Rossouw

CEO Mondaine Group

Stellenbosch

Stefan Wiehman

CCO: Head of Distribution

Tygervalley

Ben Lodewyk

Business Executive

Durbanville

Riaan Steven-Jennings

Business Executive

Inland Region Sandton

Dewald Campher

Business Executive

Blouberg

Willie Landman

Business Executive

Willie Mulder

Business Executive

Nico Kriel

Business Executive

Having a strong sales team is crucial to

the success of any business.

MONDAINE GROUP is no exception

and we offer our Advisers a team of

dedicated and passionate Sales

Executives who will assist with ongoing

support, maintaining relationships,

sharing information, give guidance

and create new opportunities that will

be to the benefit of any Adviser

practice.

With a high degree of self-motivation

and determination, we focus on

building Adviser practices with the skill

and knowledge to work both

independently and as part of a team

and help them to flourish in a

competitive environment.

Ongoing support towards growing your

practice and retaining existing

customers is our top priority.

MONDAINE GROUP has an excellent

service record and with years of

experience to add to our resume, we

have developed an unique Adviser

support platform to enhance our

services to our Adviser.

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ADVISER PLATFORM SUPPORT TEAM

Dewald Landman

CFO | Mondaine Group

Stellenbosch

Carl Enderstein

COO | Coastal Region

Tygervalley

Cecilie Roux

BE | Compliance Officer

Stellenbosch

Karin Truter

BE | Business Liaison Officer

Stellenbosch

Elraine Jonck

BE | Health Desk Principle

Tygervalley

Michelle Burke

BE | Discovery Health

Stellenbosch

Gerhard Schoeman

COO | Inland Region

Gauteng

Karin Liebenberg

BE | Marketing Support

Tygervalley

Shaun Collins

BE | Discovery Insure

Stellenbosch

Tania Du Toit

BE | Short-Term Desk Principle

Tygervalley

Elisma van der Linde

BE | Commissions

Stellenbosch

Our Adviser Platform

Support Team are

product specialists who

are capable of assisting

our Adv isers wi th

Compliance, Finance,

Operations, Marketing

and support in our main

product groups, Health

products, Life and

Investment products,

Short-Term products and

Fiduciary services.

We take an holistic

approach towards your

business to ensure the

best support to obtain

maximum results.

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MONDAINE GROUP NATIONAL FOOTPRINT

OFFICE REGION REPRESENTATIVE

Bloubergstrand Western Cape Business Executive Dewald Campher

Durbanville Western Cape Business Executive Ben Lodewyk

Sandton Gauteng Business Executive Riaan Steven-Jennings

Somerset West Western Cape Managing Director Jacques Rossouw

Stellenbosch Western Cape Managing Director Jacques Rossouw

Paarl Western Cape Business Executive Stefan Wiehman

Robertson Western Cape Business Executive Stefan Wiehman

Tygervalley Western Cape Business Executive Stefan Wiehman

Worcester Western Cape Business Executive Stefan Wiehman

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PRODUCT OVERVIEW

HEALTH

Mondaine Group, in association with Mondaine Consult (FSP 46981), Mondaine Capital (FSP 45363)

and Mondaine Advisory (FSP 18147), facilitate the rendering of Financial Advice and Intermediary services

to 48 000 clients across the country. Our valued Clients and the Advisers on our support platform, have

access to the following products and services:

LIFE

We offer comprehensive health solutions to individuals, as well as employer groups.

◦ Specialist advice is available from our dedicated in-house Health Specialists

◦ Various medical scheme, medical insurance and GAP cover product solutions

◦ Wellness reward programme support

We offer financial advice and intermediary services based on financial needs analysis.

◦ Life Assurance, Disability and Trauma benefits for individuals

◦ Income protection benefits

◦ Employee and group scheme benefits

◦ Business Assurance. Comprehensive financial advice for business owners

INVESTMENTS

We offer Investment advice and intermediary services.

◦ Retirement Planning

◦ Specific Investment need planning

◦ Individual wealth creation

◦ Expert advice and bespoke portfolio solutions

◦ Share Portfolios

◦ Strategic Business Partners for portfolio management

INSURE

We offer Short-Term financial advice and intermediary services.

◦ Personal & Commercial Lines

◦ Tailor-made insurance solutions for business owners

◦ Competitive pricing and mandates with all Insurers

◦ Claims administration support

FIDUCIARY SERVICES

We offer Fiduciary Services via our strategic partners.

◦ Drafting of Wills (Free)

◦ Testamentary and other trusts

◦ Executive fee, trust & property transfer cost insurance

◦ Funeral expense solution

HEALTH

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WEALTH MANAGERS

BUSINESS ASSOCIATIONS

Glacier by Sanlam - Think World Class

Our range of investment solutions can help you build a secure

future for you and your family. Whether you’re investing for capital

growth or income generation, aggressively or conservatively,

locally or internationally, we have a range of investment options to

suit your needs.

Andre Van Der Merwe

GLACIER BY SANLAM

Skyblue - The Art of Investing

The key to our offering is the like-minded investment philosophies of

both Skybound Capital and Skyblue Fund Managers. The Alternative

Investment philosophy of Skybound Capital aims to preserve and

grow capital in all market conditions.

Our personal relationships with supporting financial advisors is of

paramount importance to us and will, we believe, secure us a prime

position in the asset management arena.

Arno Smit

SKYBLUE

Naviga - Partnering for Wealth

Naviga Solutions provides financial planning support to financial

planners. To ensure each and every client is looked after on a

personalised basis. We provide comprehensive individual financial

and investment advice and access to a diverse range of investment

products.

Diaan Janse Van Rensburg

NAVIGA

SA Stock Brokers offers stock broking services to both individual and corporate

clients.

IFSA is an investment management business specialising in alternative

investment markets such as private equity and leveraged share portfolios.

Capital Legacy as our Preferred Fiduciary Product Provider.

Living Wellness as our preferred Wellness Product Provider to reach maximum

potential and enhance benefits within their Wellness programs.

Moonstone as our Contracted External Compliance Officer.

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De Wagenweg Office Park | Block B | 1st Floor

Stellentia Avenue | Stellenbosch | 7600

MONDAINE GROUP (PTY) LTD in association with:

Mondaine Consult (Pty) Ltd, is an Authorised Financial Services Provider FSP 46981

Mondaine Advisory (Pty) Ltd, is a juristic representative of Discovery Life,

an Authorised Financial Services Provider FSP 18147