Did you hear? National Treasury and the SARB have published draft Capital Flow Management Regulations, the first overhaul of SA's exchange control framework since 1961. The shift moves us from a permissions-heavy regime to a monitoring-and-reporting model, with crypto assets now explicitly included. And accountability is moving to the individual level, making intermediaries the frontline of compliance.
This week in Seed Analytics Advisor Connect:
Upcoming events: Network & earn CPD points.
Review prep: 3 things your PA can action this week.
The client snapshot without the manual legwork.
New opportunities & jobs for you to explore in SA.
R88bn ghost fund & SA's exchange control overhaul.
Prompt of the week: Turn messy notes into action lists.
Take Note
CPD Webinar – Online 5 May 10:00 AM: Deep dive into the Section 24C allowance for future expenditure on contracts, following SARS's updated Interpretation Note 78. 1.5 CPD points, R220. Essential for advisors dealing with complex contract structures. Info here.
Financing Your Business – JHB 11 May 4:30 PM: Free monthly investor networking at La Salud, Sandton. Meet venture capitalists, as well as new and established business owners. 60–75 attendees per event. Info here.
3 things your PA can do this week to make annual reviews 50% faster
Forward this to the person who keeps your practice running behind the scenes…
Annual review season is where advisory practices either run like clockwork or drown in admin. The difference almost always comes down to how well the prep is handled before the advisor walks into the room — and that's the PA's superpower.
Here are 3 things your PA can action this week to cut review prep time in half…
1. Build a one-page client snapshot before every meeting
The single biggest time-waster in review prep is the advisor spending 30–45 minutes pulling together the client's picture from multiple platforms before each meeting. That's advisor-level time being spent on PA-level work.
The fix: Create a standard one-page pre-meeting summary that covers AUM, product mix, recent contributions or withdrawals, outstanding action items from the last meeting, and any life changes flagged in the CRM. Pull it together the week before each review and drop it in the advisor's meeting folder.
2. Pre-schedule the full review calendar in one sitting
Most practices book reviews reactively, but that back-and-forth scheduling eats hours across a review cycle and creates gaps where clients slip through.
The fix: Block out one morning this week to schedule every annual review for the next quarter. Sort clients by service tier, allocate meeting slots based on the tier's meeting frequency and send calendar invites with a standard confirmation message.
3. Create a post-meeting action template
After a review, the advisor usually carries a mental list of follow-ups. It’s best to capture and assign those immediately.
The fix: Set up a simple post-meeting template with standard action categories (portfolio changes, admin/paperwork, client communication, next meeting date). The advisor fills it in during or straight after the meeting (even just ticking boxes), and the PA takes it from there, and it becomes a system, not memory.
Owners: if your PA already does all three, you've got a good one. If not, this is the week to set it up — review season rewards the practices that prepare, not the ones that react.
Join the conversation…
How much time does your PA spend prepping for each client review?
The client snapshot your PA needs
The biggest time-saver for an advisor is the one-page pre-meeting summary. But building it manually can take longer than the meeting itself.
Seed Analytics does the heavy lifting: With data pulled automatically from over 70 investment platforms, your PA gets a consolidated view of every client's AUM, product mix, contributions and performance in one place.
That means your PA can build that one-page client snapshot in minutes, not hours — and your advisor walks into every review already briefed and ready to have the conversation that matters.
Already on Seed? Get your PA set up with access to your book reports and client dashboards this week — before review season hits.
New to Seed?
Featured Section
New wealth and fin advisory career opportunities in SA
Financial Advisor (Paarl) @ Metropolitan
Junior Investment Specialist (CPT) @ Coronation Fund Managers
Retirement Funds New Business Specialist (JHB) @ Knights Insurance Brokers
Private Wealth Advisor (JHB) @ Rand Merchant Bank
Financial Advisor (CPT) @ Advisek
Financial Advisor (JHB) @ PPS
In Case You Missed It…
Industry Roundup
The R88bn Ghost Fund. The motor industry has launched a nationwide initiative to track down beneficiaries of R88 billion in unclaimed retirement benefits. Worth checking whether older clients (or their parents) have lost funds from previous employment.
Crypto Enters the Enforcement Phase. The FSCA has wrapped up CASP licensing: 310 approved, 17 declined, 124 withdrawn. The regulator is now running 81 active investigations into unlicensed operators. If a client holds crypto, they need to be on a licensed platform, or they're fully exposed.
Property Hijackings & Title Deed Fraud. Moneyweb reports a surge in property hijackings and title deed fraud in urban centres, with fraudsters now using AI to forge signatures on transfer documents.
Habits Beat Income. The inaugural Franc Wealth Index (surveying 4,000 South Africans) found that financial habits drive wellbeing two to three times more effectively than a higher salary. Despite 78% having financial goals, only 13% have adequate emergency savings.
SA's CFP Global Trump Card. South Africa now has 5,079 CFP® professionals — outperforming Australia, the UK and the entire EU. 45% of new SA certifications in 2025 were women, and the global trend is skewing younger (62% under 40).
Oil: Why the Ceasefire May Be a Smokescreen. Schroders argues that oil and gas are the most investable they've been in 30 years. While markets celebrate the ceasefire, a structural supply deficit is building as US shale output declines, with companies offering 10% free cash yields.
Prompt of the week
If you want to turn messy meeting notes into a clean action list in seconds...
Today, we walked you through setting up a post-meeting action template. This prompt does the formatting for your PA — they paste in your rough notes and get back an organised, assignable task list.
How to use it:
After a review meeting, jot down the key points and follow-ups in whatever format comes naturally.
Paste your rough notes into any AI tool along with the prompt below.
Use the structured output to log tasks, set reminders and trigger follow-ups.
The Prompt:
You are a practice management assistant for a financial advisory firm in South Africa. I'm going to paste in my rough notes from a client review meeting. Your task is to organise them into a clean, structured action list using these categories:
Portfolio changes (rebalances, switches, new investments, contribution adjustments)
Admin and paperwork (forms, applications, beneficiary updates, document requests)
Client communication (follow-up emails, information to send, calls to make)
Next meeting (suggested date, topics to cover, prep needed)
For each action item, indicate:
Who is responsible (advisor or PA)
A suggested deadline (immediate, within 1 week, within 1 month)
Priority level (high, medium, low)
Present the output as a simple table grouped by category. Flag anything that looks time-sensitive or compliance-related. Keep the tone practical and direct. No fluff.
Here are my rough notes:
[PASTE YOUR NOTES HERE]
Did You Know? On 23 April 2005, the first-ever YouTube video was uploaded by co-founder Jawed Karim. And, despite being a spectacularly dull video by anyone’s standards, it kicked off a whole new era for us all.
Till next time,
Seed Analytics Advisor Connect
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