Daniel Sampson

Background

About Daniel Sampson

I have an extensive history within in the financial services industry. I have in-depth knowledge of financial products across the industry which includes insurance and investment products, tools and processes. I am deeply familiar with regulation and the structuring of the financial services industry in South Africa and its compliance requirements for regulated products, such FICA, FAIS, CISCA, Pension Funds Act, Income Tax Act etc, I acted as a liaison to many role players in the industry including : high end/high net worth clients, international clients, contracted intermediaries, law firms, executors, corporate clients, brokers and broker consultants. I have learned to network and foster business relationships My aptitude to retain clientele and attract substantial new business was affirmed in several accolades. I had exposure to a variety of matters, useful in this industry such as fund transfers, administrative processing, drafting statements quotes, communication and correspondence, fund switches, emigration, foreign exchange, legal research, management funds and unit pricing, deceased estates/fiduciary services, client tracing services, ITC search, account validation, death validations, EFT payment processing, customer complaints etc.