corporate highlights

2010

  • during August acsis participates in the Teach a Child to Save initiative for the third consecutive year. This initiative is part of the South African Savings Institute’s annual savings awareness campaign and encourages people in the financial services industry to visit various primary schools to teach learners about the importance of saving. This year acsis staff and strategic partners will visit Xolani Primary School, Vanguard Primary School and Montevideo Primary School in Cape Town and Fordsburg Primary School in Johannesburg.
  • acsis enhances its client engagement process in order to help financial planners build meaningful client relationships. The enhanced process incorporates life coaching principles, acsis’ best advice and international best practice principles and tools on how to interact with clients on an ongoing basis
  • acsis raises R12 000 for Starfish Greathearts Foundation's blanket drive, which aims to raise funds to buy blankets for disadvantaged children during winter.  acsis’ contribution ensures that 400 blankets are bought and distributed. The entire blanket drive raised R20 000, so the vast majority of the sponsorship was from acsis.

2009

  • Old Mutual South Africa acquires a 100% stake in acsis. As part of a management independence agreement, acsis will remain completely independent and the change in ownership will not affect its business model. This will ensure that acsis continues to provide the most trusted advice without any compromise.
  • acsis becomes the title sponsor of the Varsity Old Boy’s Running Club (VOB) and the acsis sports hub is renamed the acsis VOB cycling club. acsis has been involved in the cycling arena since early 2007 and this sponsorship extends our involvement in sports to include running.

2008

  • acsis attains R20.3 billion in assets under advice (official industry statistics as provided by the Association of Collective Investments)

2007

  • Dr Frene Ginwala becomes non-executive deputy chairperson of the acsis board and Nku Nyembezi-Heita joins the board as non-executive director
  • acsis concludes a number of shareholding agreements. Through these agreements, 5% of acsis is owned by a black staff share trust; 5% by Khanyisa Empowerment Trust and a further 8% is owned by Dr Frene Ginwala , Nku Nyembezi-Heita, Phillip Dexter and Dines Gihwala
  • acsis sponsors a variety of cycling initiatives and launches the acsis sports hub to facilitate broader participation in cycling and associated sports
  • acsis attains R20.2 billion in assets under advice (official industry statistics as provided by the Association of Collective Investments)

2006

  • acsis attains R16.2 billion in assets under advice (official industry statistics as provided by the Association of Collective Investments) and has 63 staff members, 45 strategic partners and 28 institutional business partners

2005

  • acsis supports and facilitates a learnership programme with CIDA City Campus enabling students to study towards the post graduate diploma in Financial Planning
  • acsis implements the first phase of its BEE shareholding strategy when Purple Capital acquires a 20% stake in the company
  • acsis attains R10 billion in assets under advice (official industry statistics as provided by the Association of Collective Investments) and Andrew Bradley, acsis CEO, is elected chairperson of the Financial Planning Institute (FPI)

2004

  • acsis management purchase the remaining 50% ipac shareholding and change the company name to acsis
  • Dr Frene Ginwala joins the acsis board as a non-executive director
  • acsis attains R6 billion in assets under advice (official industry statistics as provided by the Association of Collective Investments) and has 37 strategic partners and 15 institutional business partners

2003

  • acsis management buy out Brait as a shareholder and Mark Barnes joins the acsis board as chairperson
  • acsis launches the Strategic Investment Management Company and a consolidated, automated client reporting system that creates significant efficiency
  • acsis attains R4 billion in assets under advice (official industry statistics as provided by the Association of Collective Investments)

2002

  • acsis launches its client management system to streamline its strategic partners' offices and facilitate compliance
  • AXA purchases ipac Securities, providing the company with strong capital backing and enabling it to fast-track its growth

2001

  • acsis, in collaboration with Trevor Manuel and the Industrial Development Corporation, launches the  South African Savings Institute to promote a savings culture in SA
  • 22 independent financial planning firms join the SPP and acsis attains R2.5 billion in assets under advice (official industry statistics as provided by the Association of Collective Investments)

2000

  • acsis’ unique business model is made available to the institutional market through the launch of the Institutional Asset Consulting department
  • acsis achieves its target of R1 billion in assets under advice (official industry statistics as provided by the Association of Collective Investments)


1999

  • acsis is established in July (as ipac SA) with Brait and ipac Securities as equal shareholders
  • the Strategic Lifetime Model (SLM), the Client Simulated Experience (CSE), SIS investment strategies and Strategic Partner Programme (SPP) are all launched

 

 

"we empower our clients to attain long-term financial security and well-being through our trusted advice and effective implementation"