The end-of-year celebrations

//The end-of-year celebrations

The end-of-year celebrations

john-campbellI really enjoy the end of the year for so many reasons.

Still fortunate to have children at school, I get to attend three concerts, carol services and speech days, and to participate in the celebration of learning and achievement. I am sure all of us who attend these functions (be it as parents or grandparents) are blown away by the youth of today and how mature and worldly they seem for such little people.

My year also ends with looking back on what has passed, and, more exciting is planning the year ahead. When I leave for the holidays, my diary is quite full for 2017 and we have lots to look forward to.

A time for economic and political renewal?
With the saturating and life-giving rains these past two weeks has come the equally welcome news that the investment grade ratings of three rating agencies – Moodies, Fitch and S&P – have kept South Africa above junk status.

The Treasury remains optimistic and says the economy is showing resilience.  According to media reports, Business Unity SA, Business Leadership SA, and the CEO Initiative said that they viewed the announcements by Moody’s and Fitch as “the beginning rather than the end of a process.”   Dan Matjila, CE, Public Investment Corporation, affirmed that view: “All we need to do now is to go to work to deliver on our promises and improve our credit rating.”

Let’s hope our government works on achieving a more positive direction.

Another ending signals a beginning
A number of our clients – especially our long-standing ones – have been bemused to hear a new voice responding to their telephonic enquiries.  Anne Russell has been our loyal and efficient receptionist and client liaison person since her appointment in May 2005.  Over the past eleven-and-a-half years, Anne has witnessed tremendous growth in both the company and Chartered family, and her value to all of us cannot be overestimated.  Anne knows our clients so well, and is always able to assist us with regards to additional information that we may require.

On being asked what on earth she will do without reporting at the Chartered telephone every weekday, Anne smiles quietly. “I will miss my friends here, and especially chatting to the clients, but not getting up early and hitting the traffic daily.”  True to our Chartered philosophy, Anne has already envisaged what this second half will look like:  “I will be reconnecting with friends whom I haven’t had the time to see, taking up bowls again, spending time with my grandchildren and … most important, ensuring that chocolate eating accompanies each of these activities!”

Anne, I would like to express my personal thanks to you for your years of dedicated service, always performed in humility and with commitment.  We will miss you!

Office times over the festive season and client requests
We close from 12h00 noon on Friday, 23 December 2016 and re-open at 8h00 on Tuesday, 3 January 2017. Please note the information below so we can ensure that any requests are processed timeously.

Investec CCM requests:

  • If you need to make any withdrawals from your Investec CCM account, please send us your instruction in writing by Tuesday, 13 December 2016.   Any requests received after this date will only be processed from Thursday, 12 January 2017.

New business and servicing requests:

  • Please send us all new business and servicing requests (other than CCM) before the close of business on Thursday, 15 December 2016.

Communication update:

  • The last weekly market update report for 2016 will be emailed on 6 December 2016.  However, if there are any significant happenings, the marketing team will release one more edition the following week.  Publication will resume on 10 January 2017.
  • Old Mutual Wealth statements will be emailed from 15 January 2017.
  • Investec quarterly statements will be released at the end of January 2017.

For emergencies only while we are closed, send an e-mail to queries@charteredwealth.co.za.

Thank you for your continued support this year.  We wish you and your family a happy holiday season.

Warm regards
John Campbell

By | 2017-07-11T12:20:59+00:00 Dec 9, 2016|Reporting from the Helm|0 Comments

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