ASISA Academy RFTE Investment Management Fees and Costs - Public Workshop Enrolment Form

The ASISA Foundation is a registered public benefit organisation (PBO) that utilises sponsor funding for the delivery of Consumer Financial Education, Trustee Education being one such programme, at no cost to South African pension funds through the ASISA Academy as its preferred education service provider. As such the ASISA Foundation is obligated to record certain personal information from all its workshop delegates as a means of accountability to its sponsors and in compliance with the Financial Sector Code (FSC). The ASISA Foundation undertakes that the information gathered in this form will only be used for monitoring, evalution and reporting purposes and not for sharing with any unrelated / unintended parties, thereby ensuring compliance with the Protection of Personal Information Act, No.4 of 2013 (POPI) Phone numbers and email addresses are for the sole purpose of contacting you after the workshops to conduct post-workshop monitoring and evaluation of the effectiveness of the workshops and sharing other similar offerings that could increase your knowledge and skill as a trustee/principal officer. The rest of the information enables the ASISA Foundation to report truthfully and accurately on its activities in accordance with its legal obligations as a PBO that utilises sponsor funds for the provision of Consumer Financial Education to South Africans. By submitting this form to the ASISA Academy, you confirm that all information submitted is true and correct.

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Pre-workshop Monitoring & Evaluation

The ASISA Foundation provides funding so that delegates can participate in our workshops for free. In order to receive funding we are required to conduct a brief evaluation of all delegates' knowledge of the topic both before and after the workshop. The pre-workshop evaluation involves answering the following questions on this enrolment form. The same set of questions will be asked at the end of the workshop. Please note that all responses will be anonymised and aggregated to ensure your responses remain confidential.