Operations Manual - August 2022

CARRICK FINANCIAL SERVICES

Operations Team



Contents

Carrick Financial Services Organogram 1
Front of House & Administration 2
Human Capital 7
Offshore New Business 10
Onshore New Business 22
Compliance 29
Finance 31
Marketing & Communications 40



Carrick Financial Services

Craig Featherby
Group Chief Executive Officer

Bryan Austen Rashay Makan Anthony Palmer Bradd Bendall
Group Finance Director Group Operations Director Group Commercial Director Group Sales Director

Michele Murphy Melisa Geldenhuys
Company Secretarial Executive Assistant

Administrator

FINANCE HUMAN RESOURCES COMPLIANCE NEW BUSINESS MARKETING

Carmen Gribble Tasmin Jolley Cindy Schenck Lyness Petersen Nazreen Harper COMMUNICATIONS
Financial Manager Human Capital Compliance Manager New Business Head of New Business
Administration Manager Bianca Kearney
Cheryl-Lynne Werner Consultant Melanie Fredericks Head of Communications 1
Commissions and Iman Petersen Kristen Dixon Junior Client Relationship
Payroll Manager Senior Para Planner DESIGN
Training and Manager
Florian Nita Development Coordinator Jolene Stokes Lisa Schronen
Commissions Para Planner - Cape Town Tyla Donnelly Senior Graphic Designer
Administrator Chantel Brown Client Relationship
Front of House Jamie Coetzee Lanah Arnold
Thomas Gwele Admin Assistant - Coordinator Graphic Designer
Payroll Administrator Co-Ordinator Somila Ndiki
Cape Town Senior Client Relationship
Rudolph Coetzer Khanyo Masingile Manager - Investments
Accountant Office Cleaner Natasha Ramdarie Feroza Allie
Para Planner - Durban Client Relationship
Nicole Vigne Athenkosi Sukwana
Senior Bookkeeper Office Cleaner Tenda Mulovhedzi Manager
Para Planner -
(Local) Johannesburg Melissa Whitcher
Client Relationship
Cindy Delily
Junior Bookkeeper Manager

(Local) Megan Durant
Nazley Hanekom New Business Manager
Senior Bookkeeper
Alpha Ododah
(International) New Business Manager

Thabisa Menziwa
Junior Client Relationship

Manager

Kelly Daniels
Operations Co-ordinator

Lindikhaya Zakade
Client Relationship

Manager



Front of House & Administration

2

Chantel Brown CAPE TOWN

Front of House Coordinator

t | +27 (0) 21 201 1000
m | +27 (0) 84 959 9019
e | [email protected]

What do you do?

- Welcome visitors by greeting them, in person or on the telephone; answering or referring inquiries.
- Responsibility for boxing / packaging / delivery of Carrick birthday wine to clients.
- Maintain staff registers, phone lists, contractor and courier log.
- Managing the meetings room booking system; ensure the rooms are neat and tidy at all times.
- Maintain safe and clean reception area and ensure server room is neat and tidy.
- Handing out of postal mail and sending and receiving documents via courier.
- Maintain telecommunication system (issue phone pin codes, print call reports, etc.).
- Controlling and ordering of stationery stock.
- Ensure kitchens are fully stocked with groceries / refreshments / cleaning materials at all times.
- Managing cleaning staff and ensure they perform their daily / weekly / monthly tasks.
- Prepare work stations for new starters.
- Assist with ad hoc projects.

Who do you support? FUN FACTS

The Sales Team, Operations Team and Executive Team I enjoy technology and love
studying it. I love learning but
Who reports to you? only about things that keep

Khanyo Masingile - Office Support and Athenkosi Sukwena - me engaged. I am a water
Office Support lover and enjoy hiking and

What to do if you are not around? being out in nature.
(Escalation points of contact)
FAVOURITE QUOTE
Please contact Khanyo Masingile, Office Support at
[email protected]. “The sun will rise and we will
For any courier queries, contact Julia Rankhoana, Receptionist: try again.”
Johannesburg - [email protected].
- Unknown
When do we contact you?

Contact me when you need to book a meeting room, courier, or
require any assistance with events.

3

Julia Rankhoana JOHANNESBURG

Receptionist

t | +27 (0) 11 666 7504
m | +27 (0) 61 186 2181
e | [email protected]

What do you do?

- Welcome visitors by greeting them, in person or on the telephone; answering or referring inquires.
- Serve refreshments to visitors.
- Take and relay messages via emails.
- Maintain staff registers, phone lists, contractor and courier log.
- Managing the meetings room booking system; ensure the rooms are neat and tidy at all times.
- Ensure that furniture in offices, meeting rooms and reception area is arranged in the required manner.
- Ensure the server room is neat and tidy.
- Maintain safe and dean reception area.
- Handing out of postal mail.
- Receive and send documents via courier.
- Maintain telecommunication system.
- Controlling and ordering of stationery stock.
- Ensure kitchens are fully stocked with groceries I refreshments/ cleaning materials at all times Log all IT

related (printer, phones, computers, etc.) issues with Delon.
- Managing cleaning staff and ensure they perform their daily I weekly / monthly tasks.
- Prepare workstations for new starters.
- Assist with ad hoc projects.

Who do you support? FAVOURITE QUOTE

Private Wealth Managers and Property Consultants in Cape Town, “Treat others the way you
Johannesburg and Durban. want to be treated.”

What to do if you are not around? - Unknown
(Escalation points of contact)

Please contact Chantel Brown, Front of House Coordinator -
[email protected].

When do we contact you?

Contact me when you need to book a meeting room, courier, or
require assistance with ad-hoc projects.

4

Michele Murphy CAPE TOWN

Company Secretarial Administrator

t | +27 (0) 21 201 1000
m | +27 (0) 82 329 6377
e | [email protected]

What do you do?

In the Company Secretarial role I am responsible for the Statutory, Governance (compliance), and
Administration aspects of the Carrick Group.

This involves, in short summary:

- Statutory filings and maintenance of registers (shareholders, directors); director changes; share

certificates; MOI changes, board resolutions; agreements; Minute Books, and also including statutory

requirements for new regions (i.e. Africa), to name but a few.

- Governance (compliance) related matters with regard to board meetings; board committee meetings;
preparation of board packs; attending and recording meetings, following up on action items with board
members, etcetera.

- Company related administration in terms of PI Insurance and short-term insurance; board charters;
company policies, Terms of Business (statutory aspects), audit-related SLA’s/other.

Who do you support? FUN FACTS

The Finance Director , EXCO , Board Members and Shareholders. I’m a competitive ballroom/latin
dancer. I have been competing
What to do if you are not around? with my partner for around 10
(Escalation points of contact) years. We compete regionally,
nationally, and hopefully, one
This is dependent on the task at hand. Not all duties can be
undertaken by anyone else. Escalation points of contact - can refer day, we will get to compete
to Bryan Austen, Group Finance Director - internationally. My hobbies are
[email protected].
gardening and sewing.
When do we contact you?

Contact me when you are in need of any information relating to my
role as per the above.

FAVOURITE QUOTE

“Nothing will work unless
you do.”

- Maya Angelou

5

Melisa Geldenhuys CAPE TOWN

Executive Assistant

t | +27 (0) 21 201 1000
m | +27 (0) 62 730 4746
e | [email protected]

What do you do?

- Travel arrangements.
- Diary Management.
- Management of the Social Committee.
- Event Management.
- Support to Property Team and Private Wealth Managers with ad-hoc queries and training schedules.
- Liaise with Product Providers on Training and other ad hoc projects.
- Provide assistance for the Exco.
- Assist with ad hoc projects.

Who do you support?

Private Wealth Managers across the group, Bradd Bendall,
Scott Irving, Rashay Makan, Bryan Austen and Anthony Palmer

What to do if you are not around? FUN FACTS
(Escalation points of contact)
I love to cook for friends
You are welcome to contact me on and off-site for assistance, and family.
alternatively contact Michele Murphy, Company Secretarial
Administrator – [email protected]. Interior design is my hobby.

When do we contact you? FAVOURITE QUOTE

Contact me for assistance with training, booking meetings with EXCO,
social committee initiatives, and assistance with ad-hoc projects.

“Becoming requires equal
parts patience and rigor.
Becoming is never giving up
on the idea that there’s more

growing to be done.”

- Michelle Obama

6



Human Capital

7

Tasmin Jolley CAPE TOWN

Human Capital Consultant

t | +27 (0) 21 201 1000
m | +27 (0) 84 569 9312
e | [email protected]

What do you do?

- Full onboarding and termination process management, implementation, and administration.
- Setting up and maintaining employee records, trackers, and information.
- Monthly preparation of Payroll input (providing all input to Payroll in terms of employee adjustments /

additions, etc).
- Offers of Employment, Employment Contracts, Contract Addendums, Employer’s Letters, UI19 Forms,

Certificate of Service, Employee change Letters, Probation Letters, Various Agreements (terms of departure,
service level, departure enrichment, acknowledgement of debt, study allowances etc), and Ad hoc letters.
- Employment confirmation.
- Performance Management administration (KPI process & bonus letters).
- Assist with Labour Relations administration, reports, and documented discussions.
- Respond to HR queries and needs, as they arise, and refer when necessary.
- Prepare input for annual EE Reports and WSP/ATR Reporting.
- Quarterly HR / Staff Reports.
- Weekly updates on new appointments, terminations, and promotions / movements.

Who do you support? FUN FACTS

The Carrick Group - local and international. I have a dwarf rabbit named Nano. She is
so cheeky, but super adorable. The perfect
What to do if you are not around? combination between the personalities of a

Please contact Rashay Makan, Group Operations cat and a dog.
Director - [email protected]. I volunteered as a counsellor, and a special

When do we contact you? needs facilitator, after completing my
psychology honors degree.
Contact me for any HR-related matters - onboarding,
offboarding/termination, employee records/reports,
contracts/offers, letters, agreements, employment
matters, performance management, etc.

FAVOURITE QUOTE

“Be the change you wish to
see in the world.”

- Mahatma Gandhi
8

Iman Petersen CAPE TOWN

Training and Development Coordinator

t | +27 (0) 21 201 1000
m | +27 (0) 72 189 3292
e | [email protected]

What do you do?

- Accurate and up-to-date record keeping.
- Processing and tracking all training needs, documentation and processes.
- Administrative support within the Human Capital department, particularly within areas involving training,

payments and related paperwork.
- Facilitating induction and other identified training requirements.
- Assessing training and development needs (alongside managers / HR team)
- Coordination and recognition of all employees’ studies, throughout the business, by monitoring and

updating the internal employee platform
- Reporting on studies and training within the business
- Monitoring and tracking CPD/COB requirements of the sales team (alongside Compliance)
- Assist the HR team with adhoc tasks when required

Who do you support? FUN FACTS

The Carrick group of companies. I enjoy party and event planning in my
free time.
What to do if you are not around?
FAVOURITE QUOTE
Please contact Tasmin Jolley, Human Capital “Difficult roads often lead to
Consultant – [email protected].
beautiful destinations.”
When do we contact you?
- Zig Ziglar
Contact me for any studies or training related queries.

9

Offshore New Business

10

Nazreen Harper CAPE TOWN

Head of New Business

t | +27 (0) 21 201 1000
m | +27 (0) 83 290 2031
e | [email protected]

What do you do?

- Development of strategic plans and best practices, ensuring their efficient implementation within the
Operations Support team in enhancing the Carrick client experience.

- Fully responsible for the operational practices and procedures for new business administration, facilitating
and issuing of case management and reporting.

- Develops and implements departmental policies and procedures to support business objectives and
maximize output from written to issued.

Who do you support? FUN FACTS

Operations Team, Commissions Team, Private Wealth Managers Mom of two tween girls.
and Sales Management Team. I have completed a few
marathons in my lifetime. Don’t
Who reports to you? ask me my finishing times!

New Business Managers, Client Relationship Managers, Case FAVOURITE QUOTE
Managers, Operations Co-Ordinator, Compliance. “He who is not courageous

What to do if you are not around? enough to take risks will
(Escalation points of contact) accomplish nothing in life.”

Please contact Group Operations Director, Rashay Makan, - Muhammad Ali
- [email protected], Cindy Schenck, Senior Compliance
Administrator - [email protected] or Kelly Daniels,
Operations Coordinator - [email protected].

When do we contact you?

Contact me for any case escalations, suggestions/comments on
procedures for processing cases or if you are experiencing any
issues with product providers

11

Megan Ashley Durant CAPE TOWN

New Business Manager (International)

t | +27 (0) 21 201 1000
m | +27 (0) 73 543 4970
e | [email protected]

What do you do?

- Full responsibility for the case preparation to sign off internally and submission to Providers.
- Effective chasing of the business pipeline through to issued business.
- Responsible for managing, reporting and correcting errors on paperwork applications.
- Identifying and communicating ways to continually reduce risk in the business.
- Full support of a Carrick sales team, operating as a member of the POD to assist with the full client

onboarding and case management process.
- Once a case is at sign off, prepare courier, or Docusign.
- Ensure clients are updated at all times on events and transactions.
- Maintaining good record keeping.
- Resolving ad hoc client queries and internal administration requests as these arise.
- Liaising with PWM’s and trust companies to ensure accuracy of documentation and tracking of dealing

instruction (execution and issued).
- Liaising with Bond companies to ensure that Advisory Fees are processed as per due dates.
- Update Prime at all times of actions done and forecasting changes.

Who do you support?

Private Wealth Managers in Mauritius, Client Relationship
Managers and clients.

Who reports to you? FUN FACTS

Thabisa Menziwa, Bianca Lakey and Kelly Arenz. I know it’s crazy, but I love to eat
pineapple and banana on pizza.
What to do if you are not around?
(Escalation points of contact) One of my favorite things to
do is be a tourist in my own
For all new business queries - [email protected].
For all fund selection queries - [email protected]. country.
For case prep requests and queries - [email protected].
For any escalations - Nazreen Harper, Head of New Business - FAVOURITE QUOTE
[email protected]. “You will face many defeats
in life, but never let yourself
When do we contact you?
be defeated.”
Contact me for administrative service to Private Wealth Managers,
providers, clients, and all internal stakeholders (related to Mauritius). - Maya Angelou

12

Alpha Ododah CAPE TOWN

New Business Manager (South Africa)

t | +27 (0) 21 201 1000
m | +27 (0) 61 805 6167
e | [email protected]

What do you do?

- Full responsibility for the case preparation to sign off internally and submission to Providers.
- Effective chasing of the business pipeline through to issued business.
- Responsible for managing, reporting and correcting errors on paperwork applications.
- Identifying and communicating ways to continually reduce risk in the business.
- Full support of a Carrick sales team, operating as a member of the POD to assist with the full client

onboarding and case management process.
- Once a case is at sign off, prepare courier, or Docusign.
- Ensure clients are updated at all times on events and transactions.
- Maintaining good record keeping.
- Resolving ad hoc client queries and internal administration requests as these arise.
- Liaising with PWM’s and trust companies to ensure accuracy of documentation and tracking of dealing

instruction (execution and issued).
- Liaising with Bond companies to ensure that Advisory Fees are processed as per due dates.
- Update Prime at all times of actions done and forecasting changes.

Who do you support? FUN FACTS

Private Wealth Managers, Client Relationship Managers and I have no singing talent, but
clients. I really enjoy performing for

Who reports to you? imaginary crowds.
My poor family and friends,
Client Relationship Managers - Melanie Fredericks, Tyla Donnely, Feroza
Allie, Melissa Whitcher and Lindikhaya Zakade. with the exception of my
6-year-old daughter who is
What to do if you are not around? ever keen for duets, must
(Escalation points of contact)
endure this.
For all new business queries - [email protected].
For all fund selection queries - [email protected]. FAVOURITE QUOTE
For case prep requests and queries - [email protected].
For any escalations - Nazreen Harper, Head of New Business - “Be the change that you
[email protected]. wish to see in the world”

When do we contact you? - Mahatma Gandhi

Contact me for administrative service to Private Wealth Managers,
providers, clients, and all internal stakeholders (related to South Africa).

13

Kelly Daniels CAPE TOWN

Operations Co-Ordinator

t | +27 (0) 21 201 1000
m | +27 (0) 72 224 0908
e | [email protected]

What do you do?

- Assist with coordination of capacity management within the team.
- Oversight and ownership of offshore new business register, ensuring accuracy of forecasting from written

to issued.
- Ownership of the Carrick structured note program, including communications internally and externally.
- Daily tracking and reporting of note cases and received business against this.
- Workflow management of new case prep requests for all team members on leave or advisors not yet

allocated.
- Maintain and communicate a calendar of deadlines (including strike dates and cut offs).
- Support function to the head of operations / head of new business.
- Collation of information for weekly; monthly and ad hoc internal and provider reporting.
- Responsible for the oversight of new business and investments mailbox communications.
- Responsible for the coordination and sharing of fund literature including fact sheets and sales aids for

structured notes, and assistance with valuation requests.

Who do you support? FUN FACTS

Client relationship Managers, Head of New Business, I enjoy reading fiction books 24/7 - this is my
and the Operations Director. gift and curse (because I don’t get enough
sleep - still my fault though).
What to do if you are not around? I play indoor cricket as a hobby.
(Escalation points of contact) Love to braai and drink beer (which go hand
in hand when you think about it).
Please contact Nazreen Harper, Head of New Business
- [email protected].

When do we contact you?

Contact me with any structured note or business
processing-related queries.

FAVOURITE QUOTE

‘‘To the people who look up
at the stars and wish. To

the stars who listen and the
dreams that are answered.”

14 - Sarah J. Maas

Somila Ndiki CAPE TOWN

Senior Client Relationship Manager -
Investments

t | +27 (0) 21 201 1000
m | +27 (0) 71 844 2550
e | [email protected]

What do you do?

- Preparation and processing of LNKD investment management policies.
- Training and development on LNKD processes, policies and procedures including offshore and onshore

policies.
- Oversight of the client onboarding and servicing processes of LNKD investment management policies.
- Create, monitor, and adapt policies and procedures to ensure efficiency and an enhanced client experience.
- Oversight and responsibility on new and existing client conversions to LNKD investment management

including reporting and Private Wealth Manager support.
- Preparation of LNKD investment management reports and investment comparisons.
- Communication with Carrick Private Wealth Managers to enhance distribution to LNKD investment

management.
- Oversight of product provider requirements to ensure an effective onboarding and ongoing client

experience.

Who do you support? FUN FACTS

Private Wealth Managers and Client Relationship Managers I am obsessed with shoes and
handbags.
What to do if you are not around?
(Escalation points of contact) FAVOURITE QUOTE
“Be willing to be a beginner
Please contact Nazreen Harper, Head of New Business
- [email protected] or alternatively, Rashay Makan, every single morning.”
Group Operations Director - [email protected]
- Meister Eckhart
When do we contact you?

Contact me for any LNKD related queries and cases that need to
be escalated.

15

Melissa Whitcher CAPE TOWN

Client Relationship Manager

t | +27 (0) 21 201 1000
m | +27 (0) 83 991 8805
e | [email protected]

What do you do?

- Full responsibility for the case preparation to sign off internally and submission to Providers.
- Effective chasing of business pipeline through to issued business.
- Responsible for managing, reporting and correcting errors on paperwork applications; identifying and

communicating ways to continually reduce risk in the business.
- Full support of a Carrick sales team, operating as a member of the POD to assist with the full client

onboarding and case management process.
- Once a case is at sign off, prepare courier, or Docusign.
- Ensure clients are updated at all times on events and transactions.
- Maintaining good record keeping.
- Resolving ad hoc client queries and internal administration requests as these arise.
- Liaising with PWM’s and trust companies to ensure accuracy of documentation and tracking of dealing

instruction (execution and issued).
- Liaising with Bond companies to ensure that Advisory Fees are processed as per due dates.
- Update Prime at all times of actions done and forecasting changes.

Who do you support? FUN FACTS

Private Wealth Managers in Cape Town. I love sport, baking and building
and maintaining relationships.
What to do if you are not around?
(Escalation points of contact) FAVOURITE QUOTE
“Change begins at the end
Please contact Nazreen Harper, Head of New Business
- [email protected]. of your comfort zone.”

When do we contact you? - Roy T. Bennett

Contact me for administrative service to Private Wealth
Managers, providers, clients, and all internal stakeholders
(related to Cape Town).

16

Feroza Allie CAPE TOWN

Client Relationship Manager

t | +27 (0) 21 201 1000
m | +27 (0) 82 075 1127
e | [email protected]

What do you do?

- Full responsibility for the case preparation to sign off internally and submission to Providers.
- Effective chasing of business pipeline through to issued business.
- Responsible for managing, reporting and correcting errors on paperwork applications; identifying and

communicating ways to continually reduce risk in the business.
- Full support of a Carrick sales team, operating as a member of the POD to assist with the full client

onboarding and case management process.
- Once a case is at sign off, prepare courier, or Docusign.
- Ensure clients are updated at all times on events and transactions.
- Maintaining good record keeping.
- Resolving ad hoc client queries and internal administration requests as these arise.
- Liaising with PWM’s and trust companies to ensure accuracy of documentation and tracking of dealing

instruction (execution and issued).
- Liaising with Bond companies to ensure that Advisory Fees are processed as per due dates.
- Update Prime at all times of actions done and forecasting changes.

Who do you support? FUN FACTS

Private Wealth Managers in Cape Town. If I could go anywhere in the world,
it would be Greece. If I have to meet
What to do if you are not around?
(Escalation points of contact) a celebrity, it would definitely be
Dwayne Johnson also known as the
Please contact Nazreen Harper, Head of New Business at
[email protected]. “The Rock”. I could live on eating
seafood every day and would never
When do we contact you?
get tired of it!
Contact me for administrative service to Private Wealth
Managers, providers, clients, and all internal stakeholders FAVOURITE QUOTE
(related to Cape Town).
“Be the change you wish to
17 see in the world.”

- Mahatma Gandhi

Lindikhaya Zakade CAPE TOWN

Client Relationship Manager

t | +27 (0) 21 201 1000
m | +27 (0) 82 951 2338
e | [email protected]

What do you do?

- Full responsibility for the case preparation to sign off internally and submission to Providers.
- Effective chasing of business pipeline through to issued business.
- Responsible for managing, reporting and correcting errors on paperwork applications; identifying and

communicating ways to continually reduce risk in the business.
- Full support of a Carrick sales team, operating as a member of the POD to assist with the full client

onboarding and case management process.
- Once a case is at sign off, prepare courier, or Docusign.
- Ensure clients are updated at all times on events and transactions.
- Maintaining good record keeping.
- Resolving ad hoc client queries and internal administration requests as these arise.
- Liaising with PWM’s and trust companies to ensure accuracy of documentation and tracking of dealing

instruction (execution and issued).
- Liaising with Bond companies to ensure that Advisory Fees are processed as per due dates.
- Update Prime at all times of actions done and forecasting changes.

Who do you support? FUN FACTS

Private Wealth Managers, Client Relationship Managers and For my first job interview ever, I
clients. arrived a week early to the interview.
The hiring manager thought it was
What to do if you are not around?
(Escalation points of contact) funny, even a week later when I
came back to interview. I learned
For all new business queries - [email protected]. the magic of using Google calendar
For all fund selection queries - [email protected].
For case prep requests and queries - [email protected]. after that day. I did get the job,
For any escalations - Nazreen Harper, Head of New Business - though!
[email protected].
FAVOURITE QUOTE
When do we contact you?
“There is no exercise better
Contact me for administrative service to Private Wealth for the heart than reaching
Managers, providers, clients, and all internal stakeholders. down and lifting people.”

18 - John Holmes

Thabisa Menziwa CAPE TOWN

Junior Client Relationship Manager

t | +27 (0) 21 201 1000
m | +27 (0) 73 543 4970
e | [email protected]

What do you do?

- Full responsibility for the case preparation to sign off internally and submission to Providers.
- Effective chasing of business pipeline through to issued business.
- Responsible for managing, reporting and correcting errors on paperwork applications; identifying and

communicating ways to continually reduce risk in the business.
- Full support of a Carrick sales team, operating as a member of the POD to assist with the full client

onboarding and case management process.
- Once a case is at sign off, prepare courier, or Docusign.
- Ensure clients are updated at all times on events and transactions.
- Maintaining good record keeping.
- Resolving ad hoc client queries and internal administration requests as these arise.
- Liaising with PWM’s and trust companies to ensure accuracy of documentation and tracking of dealing

instruction (execution and issued).
- Liaising with Bond companies to ensure that Advisory Fees are processed as per due dates.
- Update Prime at all times of actions done and forecasting changes.

Who do you support?

Private Wealth Managers in Zimbabwe.

What to do if you are not around? FUN FACTS
(Escalation points of contact)
I love excitement, thrill
For case prep request to please contact [email protected]. and adventures. I am a
For new business queries to please contact [email protected]. curious individual and
For any investment queries, contact [email protected]. want to explore things and
Alternatively please contact Nazreen Harper, Head of New Business at be intrigued. I try to avoid
[email protected] for any escalations or urgent queries. living a mundane and

When do we contact you? monotonous life.

Contact me for administrative service to Private Wealth FAVOURITE QUOTE
Managers, providers, clients, and all internal stakeholders
(related to Zimbabwe). “Follow your passion,
it will lead you to your
19
purpose.”

- Oprah Winfrey

Melanie Fredericks DURBAN

Client Relationship Manager

t | +27 (0) 31 940 0075
m | +27 (0) 83 783 1820
e | [email protected]

What do you do?

- Full responsibility for the case preparation to sign off internally and submission to Providers.
- Effective chasing of business pipeline through to issued business.
- Responsible for managing, reporting and correcting errors on paperwork applications; identifying and

communicating ways to continually reduce risk in the business.
- Full support of a Carrick sales team, operating as a member of the POD to assist with the full client

onboarding and case management process.
- Once a case is at sign off, prepare courier, or Docusign.
- Ensure clients are updated at all times on events and transactions.
- Maintaining good record keeping.
- Resolving ad hoc client queries and internal administration requests as these arise.
- Liaising with PWM’s and trust companies to ensure accuracy of documentation and tracking of dealing

instruction (execution and issued).
- Liaising with Bond companies to ensure that Advisory Fees are processed as per due dates.
- Update Prime at all times of actions done and forecasting changes.

Who do you support? FUN FACTS

All Private Wealth Managers in the Durban office. I have been married for 32
years, am an educator by
What to do if you are not around? profession and enjoy listening
(Escalation points of contact)
to music.
Please contact Nazreen Harper, Head of New Business at
[email protected]. FAVOURITE QUOTE
“Your attitude determines
When do we contact you?
your altitude.”
Contact me for administrative service to Private Wealth Managers,
providers, clients, and all internal stakeholders (related to Durban). - Zig Ziglar

20

Bianca Lakey CAPE TOWN

Servicing Administrator

t | +27 (0) 31 940 0075
m | +27 (0) 82 830 7254
e | [email protected]

What do you do?

- Full responsibility of monitoring quarterly client servicing statistics as per the required Carrick standards,
including reports.

- Pulling portfolio valuations upon request within 24 hours of request.
- Ensure Platform is kept up to date of any client changes according to the Client Service Questionnaire

(CSQ).
- Monitoring of Carrick client service experience by working with Marketing and Communications to send out

client surveys on a regular basis.
- Following through specific case types including but not limited to client takeovers (WASPs), withdrawals,

trust transfer, bond transfers after they have been received on Prime, constantly keeping the client and
Private Wealth Manager informed of timelines and/or queries should they arise.
- World-Check Reports (CIS) and Diligence Report to be pulled for every client at annual service.
- Request and monitor from the Wealth Manager that Client Risk Onboarding form is done for every CIS
client at annual service.
- Processing FCA advice requests.
- Assist with any ad hoc client service regarding fees, queries and outstanding documentation.
- Facilitate online access requests to providers.
- Full responsibility for compiling, distributing and reconciling welcome packs for all Carrick clients.

Who do you support? FUN FACTS

The Carrick group of companies. I love trail running. You
can always find me in the
What to do if you are not around? mountaintops, catching a
(Escalation points of contact) sunrise or chasing sunsets.

Please contact Nazreen Harper, Head of New Business at FAVOURITE QUOTE
[email protected]. “It’s not enough to just
survive something, right?
When do we contact you? That’s not the point of life,
you’ve got to thrive, you’ve
Contact me for portfolio valuation requests and any queries
relating to client servicing. got to feel happy.”

21 - Meghan Markle

Onshore New Business

212

Lyness Petersen CAPE TOWN

New Business Manager: Onshore

t | +27 (0) 21 201 1000
m | +27 (0) 82 425 3132
e | [email protected]

What do you do?

- Responsible for the Onshore New Business submission process in a timely manner, maintaining strong
relationships with providers to ensure business is followed through to issued and reported accordingly.

- Identify and communicate quarterly training needs in advance for delivery within the following quarter.
- Leadership of the onshore team.
- Identify, agree, and own projects; including timeframes for completion and outcomes to be achieved within

the quarter.
- Building and maintaining client and stakeholder relations.
- Onshore risk management and mitigation through thorough understanding of products and advice record

completeness as structured by the paraplanners in line with local regulations.
- Submitting of onshore business cases to the relevant providers and their portals.
- Management of the onshore new business register forecasting and chasing through to payment .
- Assistance with and oversight of ad hoc reporting including advisor onboarding and unallocated clients.
- Termination of advisor codes and reallocation of clients.
- First line of escalation for new business client cases and to leverage senior paraplanner where needed to

support.

Who do you support?

Private Wealth Managers - Cape Town, Johannesburg and Durban.

Who reports to you? FUN FACTS

The Onshore Para-planners and Admin Assistant.

What to do if you are not around? I work with all personalities and
(Escalation points of contact) am very open to everyone’s
ideas. I do not micro manage
Please contact Rashay Makan, Group Operations Director -
[email protected]. an never will. I believe we are all
adults and have a role to fill.
When do we contact you?
FAVOURITE QUOTE
Contact me for all onshore new business and case preps. This
includes all escalations. “Life happens. Adapt. Embrace
change and make the most of
23 everything that comes your way.”

- Unknown

Kristen Dixon CAPE TOWN

Senior Para-Planner

t | +27 (0) 21 201 1000
m | +27 (0) 60 530 6359
e | [email protected]

What do you do?

- Recording of client meeting minutes and deliverables.
- Preparation of financial plans and needs analysis according to internal processes.
- Communicate with relevant product providers to request required information.
- Complete client onboarding form.
- Completing FICA verification process.
- Uploading and submission of documents on an internal platform.
- Manage and execute various client projects.
- Implementing transactions for new and existing clients by interacting with the wealth manager and

administrator.
- Ensure clients are updated on events and transactions.
- Maintaining good record keeping.
- Drafting and sending correspondence to clients and external providers.
- Ensuring that client files and transactions are fully compliant.
- Resolving ad hoc client queries.
- Client Centric orientation.

Who do you support?

Private Wealth Managers and Directors in Cape Town, Johannesburg and
Port Elizabeth.

Who reports to you? FUN FACTS

Jolene Stokes, Para-Planner – [email protected] and Natasha I love fishing and just
Ramdarie, Para-Planner – [email protected]. being at the beach. My
favourite place to fish
What to do if you are not around? is at Rooikrans in Cape
(Escalation points of contact) Town. I am also secretly
in love with cars and
For all new business queries, please contact Lyness Petersen, New
Business Manager - [email protected]. attending race days.
For assistance with quotes, FNA’s, and case preps, contact Jolene Stokes,
Para-Planner - [email protected] or Natasha Ramdarie, Para- FAVOURITE QUOTE
Planner - [email protected].

When do we contact you? “Without hustle, your talent
will only get you so far.”
Contact me for any onshore case queries.
- Gary Vaynerchuk
24

Jolene Stokes CAPE TOWN

Para-Planner

t | +27 (0) 21 201 1000
m | +27 (0) 73 138 8692
e | [email protected]

What do you do?

- Recording of client meeting minutes and deliverables.
- Preparation of financial plans and needs analysis according to internal processes.
- Communicate with relevant product providers to request required information.
- Complete client onboarding form.
- Completing FICA verification process.
- Uploading and submission of documents on an internal platform.
- Manage and execute various client projects.
- Implementing transactions for new and existing clients by interacting with the wealth manager and

administrator.
- Ensure clients are updated on events and transactions.
- Maintaining good record keeping.
- Drafting and sending correspondence to clients and external providers.
- Ensuring that client files and transactions are fully compliant.
- Resolving ad hoc client queries.
- Client Centric orientation.

Who do you support?

All Private Wealth Managers for Cape Town.

What to do if you are not around? FUN FACTS
(Escalation points of contact)
I am a Pluviophile and a
For all new business queries, please contact Lyness Petersen, New Selenophile...
Business Manager - [email protected].
For assistance with quotes, FNA’s, and case preps, contact Kristen (Pluviophile - a person who
Dixon, Senior Para-Planner - [email protected] or Natasha loves rain and thunder)
Ramdarie, Para-Planner - [email protected].
(Selenophile - a person who
When do we contact you? loves the moon)

Contact me for any onshore case queries.

FAVOURITE QUOTE

“If it doesn’t challenge you,
it won’t change you.”

25 - Unknown

Natasha Ramdarie DURBAN

Para-Planner

t | +27 (0) 31 940 0075
m | +27 (0)66 299 8984
e | [email protected]

What do you do?

- Recording of client meeting minutes and deliverables.
- Preparation of financial plans and needs analysis according to internal processes.
- Communicate with relevant product providers to request required information.
- Complete client onboarding form.
- Completing FICA verification process.
- Uploading and submission of documents on an internal platform.
- Manage and execute various client projects.
- Implementing transactions for new and existing clients by interacting with the wealth manager and

administrator.
- Ensure clients are updated on events and transactions.
- Maintaining good record keeping.
- Drafting and sending correspondence to clients and external providers.
- Ensuring that client files and transactions are fully compliant.
- Resolving ad hoc client queries.
- Client Centric orientation.

Who do you support? FUN FACTS

Operations Team and Private Wealth Managers in Durban. If I hadn’t pursued a career in the
Insurance Industry, I would have wanted
What to do if you are not around?
(Escalation points of contact) to be a journalist or tv presenter!
I do creative and short story writing in
For new business enquiries contact Jamie Coetzee, my free time- Would love to have a book
Administrative Assistant - [email protected] and
Lyness Petersen, New Business Administration Manager - published one day!
[email protected]. I would love to visit Argentina and spend
For case preps contact Kristen Dixon, Senior Para-Planner -
[email protected]. one day perfecting the tango.

When do we contact you? FAVOURITE QUOTE

Contact me for new case preps, quote requests, assistance “Choose a job you love and
with new business preparations and servicing requests in you’ll never have to work a
the onshore space.
day in your life.”
26
- Confucius

Tenda Mulovhedzi JOHANNESBURG

Para-Planner

t | +27 (0) 11 666 7504
m | +27 (0) 66 334 1907
e | [email protected]

What do you do?

- Recording of client meeting minutes and deliverables.
- Preparation of financial plans and needs analysis according to internal processes.
- Communicate with relevant product providers to request required information.
- Complete client onboarding form.
- Completing FICA verification process.
- Uploading and submission of documents on an internal platform.
- Manage and execute various client projects.
- Implementing transactions for new and existing clients by interacting with the wealth manager and

administrator.
- Ensure clients are updated on events and transactions.
- Maintaining good record keeping.
- Drafting and sending correspondence to clients and external providers.
- Ensuring that client files and transactions are fully compliant.
- Resolving ad hoc client queries.
- Client Centric orientation.

Who do you support?

Operations Team and Private Wealth Managers in Johannesburg.

What to do if you are not around? FUN FACTS
(Escalation points of contact)
I am a little too obsessed with
For new business enquiries contact Jamie Coetzee, Administrative home décor and DIY to a point
Assistant - [email protected] and Lyness Petersen, New
Business Administration Manager - [email protected]. where I have a tiny YouTube
channel dedicated to this.
For case preps contact Kristen Dixon, Senior Para-Planner -
[email protected].

When do we contact you? FAVOURITE QUOTE

Contact me for any onshore case queries. “You will become way less
concerned with what other
27 people think of you when you
realise how seldom they do.”

- David Forster Wallace

Jamie Coetzee CAPE TOWN

Admin Assistant

t | +27 (0) 21 201 1000
m | +27 (0) 73 028 8388
e | [email protected]

What do you do?

- Astutes - Private Wealth Managers send me the LOAO and I will pull the Astute and then request policy
information from the providers and chase this.

- Submit and chase takeovers.
- Chase CRM’s to obtain outstanding requirements.
- Liaising with Private Wealth Managers to obtain outstanding information (if needed).
- Ensuring cases are moved through the pipeline in a timeous manner.
- Escalate cases to managers if no movement.
- Assistance with new business submissions.

Who do you support? FUN FACTS

Private Wealth Managers, Paraplanners and New Business I am a twin and a registered
Manager in Cape Town, Johannesburg and Durban. tour guide for the Western Cape

What to do if you are not around? and Cape Winelands - I often
(Escalation points of contact) tour on weekends.

Contact Lyness Petersen, New Business Manager - FAVOURITE QUOTE
[email protected] or alternatively one of “The way I see it, if you want
the Onshore Para-planners.
the rainbow, you gotta put
When do we contact you? up with the rain.”

Contact me when you need assistance with onshore - Dolly Parton
information. I will assist to the best of my ability.

28

Compliance

219

Cindy Schenck CAPE TOWN

Compliance Manager

t | +27 (0) 21 201 1000
m | +27 (0) 79 239 9353
e | [email protected]

What do you do?

- Compliance review of all new business and Servicing cases submitted for the Carrick group.
- Submission of Fund Selection and Withdrawal cases to various providers.
- Maintaining and Administering the Representative Register
- Maintaining and Administering the Competency Register e.g. CPD and Supervision tracking.
- Fit and Proper checks for New Wealth Managers.
- Ensuring all New Wealth Managers are provided with a “Starter Pack” e.g Rep Disclosures drawn up,

RMCP Emails to be sent, Submission of Masthead Applications, Drawing up of Supervision Forms.
- Ensuring all Quarterly declarations has been sent and received.
- Assisting the New Paraplanner with pre checking and training on Client Advice Records.
- Assisting with terms of business with various Product Providers.
- Assisting with Allocation of clients when a Private Wealth Manager resigns.
- Assisting Compliance Manager with complaint investigation and resolution.
- Data analysis for the purpose of resolution to investigations.

Who do you support? FUN FACTS

Compliance Manager, Onshore New Business Manager, Para- Playing chess used to be my
planners, Client Relationship Managers, Private Wealth Managers. favourite in primary school.

What to do if you are not around? FAVOURITE QUOTE
(Escalation points of contact) “Be thankful for what you
have, you’ll end up having
Please contact Nazreen Harper, Head of New Business more, if you concentrate on
- [email protected]. what you don’t have, you’ll

When do we contact you? never have enough.”

To mitigate risk for the company by ensuring that: - Oprah Winfrey
- Cases are checked - ensuring that we are providing suitable

advice to clients according to client needs and risk appetite
- Fit and proper checks: ensuring all advisors are Fit and Proper

and relevant documentation is completed in order to perform
their roles.

30

Finance

311

Carmen Gribble CAPE TOWN

Finance Manager

t | +27 (0) 21 201 1000
m | +27 (0) 82 775 3502
e | [email protected]

What do you do?

- Overseeing the day-to-day Financial and Accounting system controls and standards used by the Group.
- Management of general ledger and financial statement processes within the accounting function and the

management of business projections.
- Providing timely and accurate financial information, meeting legal requirements, and reporting to all

stakeholders in order to make informed decisions.
- Monitoring cash flow, determining profitability, managing expenses, and producing accurate financial

information.

Who do you support? FUN FACTS

Directors, Regional Managers and General Managers. I love all animals, we have 7 pets
and growing.
Who reports to you?
I love to travel, my dream vacation
Cheryl-Lynne Werner, Payroll and Commissions Manager is a beach holiday which includes
and the Rudolph Coetzer, Accountant.
swimming with dolphins.
What to do if you are not around?
(Escalation points of contact) FAVOURITE QUOTE

Please contact Bryan Austen, Group Finance Director - “The foolish man seeks
[email protected]. happiness in the distance; the
wise grows it under his feet.”
When do we contact you?
- James Oppenheim
Contact me for any finance related escalations.

32

Cheryl-Lynne Werner CAPE TOWN

Payroll and Commissions Manager

t | +27 (0) 21 201 1000
m | +27 (0) 82 563 7237
e | [email protected]

What do you do?

- Oversee Commissions and Payroll for the group.
- Ensure commission and salary pay runs are processed timeously and efficiently.
- Compile commission reports for AUM and 12-month rolling commission.
- Preparation of weekly commission forecasts.

Who do you support? FUN FACTS

Commissions and Payroll, Accounts and HR. Growing up I wanted to a pilot
but here I am playing with
Who reports to you?
peoples money instead and not
Florian Nita, Commissions Administrator and Thomas Gwele, their lives. I’m not a chef but I
Payroll Administrator. enjoy cooking and baking. My
pet peeve is slow drivers in the
What to do if you are not around?
(Escalation points of contact) fast lane.

Please contact my team for fast efficient assistance. FAVOURITE QUOTE
Commission Queries: Florian Nita, Commissions Administrator -
[email protected]. “The difference between a
Payroll Queries: Thomas Gwele, Payroll Administrator - successful person and others
[email protected]. is not a lack of strength nor a
Escalations: Carmen Gribble, Finance Manager - lack of knowledge but rather a
[email protected].
lack of will.”
When do we contact you?
- Vince Lombardi
Contact me with commission and payroll escalations.

33

Florian Nita CAPE TOWN

Commissions Administrator

t | +27 (0) 21 201 1000
m | +27 (0) 82 792 6705
e | [email protected]

What do you do?

- Process all commissions for the Carrick Group.
- Follow up payments.
- Update cases on Prime.
- Participate in preparing the business register forecast and other weekly reports.
- Attend to any queries addressed to the commissions department.
- Provide requested documentation to auditors.

Who do you support? FUN FACTS

Sales Team, Operations Team, Finance Team and I love driving (4x4 routes in a 4x2 car), being
Management. outdoor with friends, good food and of course

What to do if you are not around? sundowners followed by wine!
(Escalation points of contact) As a kid I ended in the ER in the middle of the
night because I stuck some fluffy tree buds in
Commission Queries: Cherlyn-Lynne my ears and I couldn’t get them out but I kept
Werner, Commissions and Payroll Manager - quiet until the pain threshold reached a high
[email protected]. point and I had to tell my mother what I did.
Escalations: Carmen Gribble, Finance Manager - I don’t think the after event punishment pain
[email protected].
threshold was any less!
When do we contact you? I have watched the full Downton Abbey series
more than once, but have never watched any
Contact me with anything related to commissions.
episode of The Lord Of The Rings!

FAVOURITE QUOTE

“Never give up!”

- Unknown

34

Thomas Gwele CAPE TOWN

Payroll Administrator

t | +27 (0) 21 201 1000
m | +27 (0) 72 704 0741
e | [email protected]

What do you do?

- Process company’s payroll every pay period.
- Maintain payroll processing system and records by gathering, calculating, and inputting data for the Group.
- Compute employee take-home pay based on time records and payroll taxes.
- Deal with queries regarding salaries, deductions, attendance, and time records.
- Receive and coordinate requests for leave and other absence.

Who do you support? FUN FACTS

All Carrick Group employees - local and international I am currently reading a book
called “Who moved my cheese” by
What to do if you are not around?
(Escalation points of contact) Dr Spenser Johnson.
It is a very good book to read.
Commission Queries: Cherlyn-Lynne Werner, Commissions and
Payroll Manager - [email protected]. FAVOURITE QUOTE
“To be beautiful means to be
When do we contact you? yourself. You don’t need to
be accepted by others. You
Contact me with any salary, deduction, attendance or time
keeping queries. need to accept yourself.”

- Thich-Nhat Hanh

35

Rudolph Coetzer CAPE TOWN

Accountant

t | +27 (0) 21 201 1000
m | +27 (0) 64 651 0865
e | [email protected]

What do you do?

Management of the daily tasks/functioning of the Finance team (bookkeeping):
- Reviewing the bank statements and petty cash processing.
- Reviewing of weekly invoicing.
- Reviewing of payments and creditors reconciliations.
- Reviewing of payroll journals and payroll transactions.
- Monthly reconciliation of general ledger.
- Finalisation of monthly processing by due date.
- Preparation of management accounts.
- Assisting the Financial Manager with accounting projects and audits.

Who do you support? FUN FACTS

All companies within the Carrick group of companies. I love pottering about the kitchen.
A planned lunch usually gets
Who reports to you? served for supper.
Vanilla ice-cream makes me
Nicole Vigne – Senior Bookkeeper (Local), Nazley Hanekom – ridiculously happy.
Senior Bookkeeper and Cindy Delily – Junior Bookkeeper. I like listening to obscure

What to do if you are not around? audiobooks on my way to work
(Escalation points of contact) and back.

Please contact Carmen Gribble, Financial Manager - FAVOURITE QUOTE
[email protected].
“You have brains in your head.
When do we contact you? You have feet in your shoes.
You can steer yourself any
Contact me regarding chargebacks to employees, statements/
invoice requests, and company documention. direction you choose.”

36 - Dr Seuss

Nicole Vigne CAPE TOWN

Senior Bookkeeper (Local)

t | +27 (0) 21 201 1000
m | +27 (0) 71 165 1281
e | [email protected]

What do you do?

- Perform accounting processing for all local and companies.
- Ensuring capturing and processing of accounting records are accurate and complete.
- Collating information and assisting in preparation of monthly manangement accounts.
- Assisting with all audit-related queries.

Who do you support? FUN FACTS

Internal: Accountant, Finance Manager, Finance Director, HR, I love cooking, it is my love
Executive Assistant, Company Secretary, Private Wealth Managers, language! The kitchen is where I
Regional Managers. feel most at ease. My mother has
External: Debtors (Providers and other)
certainly taught me well.
What to do if you are not around? “Cooking is love made visible”
(Escalation points of contact)
FAVOURITE QUOTE
Please contact Carmen Gribble, Financial Manager - “If God is for us, who can be
[email protected].
against us?”
When do we contact you?
- Romans 8:11
Contact me for any local accounting queries.

37

Nazley Hanekom CAPE TOWN

Senior Bookkeeper (Local)

t | +27 (0) 21 201 1000
m | +27 (0) 74 803 5996
e | [email protected]

What do you do?

- Perform accounting processing for all local and companies.
- Ensuring capturing and processing of accounting records are accurate and complete.
- Collating information and assisting in preparation of monthly manangement accounts.
- Assisting with all audit-related queries.

Who do you support? FUN FACTS

Internal: Accountant, Finance Manager, Finance Director, HR, I love taking long walks on the
Executive Assistant, Company Secretary, Private Wealth Managers, beach and listening to live bands.
Regional Managers.
External: Debtors (Providers and other) From the age of 9 years old to
18 years old I was a ballroom and
What to do if you are not around?
(Escalation points of contact) Latin dancer.

Please contact Carmen Gribble, Financial Manager - FAVOURITE QUOTE
[email protected]. “If you’re always trying to be
normal, you will never know
When do we contact you?
how amazing you can be.”
Contact me with any international accounting queries.
- Maya Angelou

38

Cindy Delily CAPE TOWN

Junior Bookkeeper

t | +27 (0) 21 201 1000
m | +27 (0) 73 499 1200
e | [email protected]

What do you do?

- Process all supplier invoices for the Carrick Group.
- Ensuring the expense claim form and request to spend payments - is by the Manager for all

payment requests.
- Managing the [email protected] mailbox and responding timeously to all queries for the

Carrick Group.
- Reconciliations of all supplier accounts.
- Assisting with management account queries.
- Assisting with audit-related queries.

Who do you support? FUN FACTS

Accountant, Finance Manager, Finance Director, HR, Executive PA, I am a very outgoing person
Company Secretary, Operations Manager, Compliance Manager, who loves reading and spending
Marketing Manager, Creditors.
time with family and friends.
What to do if you are not around?
(Escalation points of contact) FAVOURITE QUOTE
“It is never too late to be
Please contact Carmen Gribble, Financial Manager - what you might have been.”
[email protected].
Please contact Accounts - [email protected]. - George Eliot

When do we contact you?

Contact me for all payment requests. Requests need to be
approved by the Office Manager and approved by Bryan and
Carmen before payment can be made. Payment dates are
07,25,30/31 of each month, only urgent payments will be made if
approval is given by Bryan on any other specific date.

39

Marketing & Communications

410

Bianca Burch CAPE TOWN

Head of Communications

t | +27 (0) 21 201 1000
m | +27 (0) 73 820 5395
e | [email protected]

What do you do?

- Oversight of communications strategy and implementation for internal and external clients.
- Project management of informative and interesting press releases, press kits, newsletters, and related

marketing materials.
- Develop and implement effective communication strategies that build customer loyalty, brand

awareness, and customer satisfaction.
- Oversight of media relations and publications.
- Work with different departments to generate new communication strategies.
- Implementation of communication initiatives for clients, product providers and Carrick staff.
- Supervise projects to guarantee all content is publication-ready.
- Oversight of communication strategies for new products, launches, events, and promotions.
- Respond to communication-related issues in a timely manner.

Who do you support? FUN FACTS

The Carrick Group - local and international. I love art, reading and being
creative. My current hobby is
What to do if you are not around? learning how to sew. My ideal
(Escalation points of contact) weekend involves getting away
with family and friends and
For client communication queries, contact Rashay Makan, sleeping in a tent somewhere
Group Operations Director - [email protected].
For updates on current design jobs, contact Lisa Schronen, spectacular!
Graphic Designer, [email protected].
FAVOURITE QUOTE
When do we contact you?
“A comfort zone is a
Contact me for any internal, client, or provider communication beautiful place, but nothing
requests, media and publications queries, and internal or client
event briefs. ever grows there.”

41 - Unknown

Lisa Schrönen CAPE TOWN

Senior Graphic Designer

t | +27 (0) 21 201 1000
m | +27 (0) 60 528 7800
e | [email protected]

What do you do?

- Management of workflow within the Design team.
- Designing and updating all branded corporate documents and stationery (business cards, letterheads,

brochures, etc) within the Carrick Group of Companies.
- Designing and updating Carrick corporate stationery (business cards, letterheads, brochures, etc.).
- Preparing presentations, business proposals and supporting graphics for the CEO and Directors.
- Designing invitations for Carrick events (seminars, webinars and internal).
- Preparing Carrick and designing client newsletters, invitations and updates in MailChimp. Deploy using

mailing lists and databases. Management of contacts in the database.
- Designing of social media posts and elements, as well as online advertising banners.
- User interface for landing pages and Carrick websites and user experience for new pages.
- Updating and monitoring all Carrick Group websites (occasional changes, blog article uploads etc.)
- Preparing all design work for print and liaise with printers on quotes and print jobs.
- Updating and printing of Carrick handbooks, training manuals and prospectuses.
- Preparing job advertisements for internal and external vacancies for recruitment.
- Ensure the brand is consistent to the established Corporate Identity.
- Design and management of email signatures.

Who do you support? FUN FACTS

The Carrick Group - local and international I was a hair model for a professional
photoshoot for Carlton Hair and a
Who reports to you? giant portrait of ginger-me stares

Lanah Arnold, Graphic Designer down every person who walks up and
down the stairs at the academy in
What to do if you are not around? Johannesburg.
(Escalation points of contact)
FAVOURITE QUOTE
Please contact Lanah Arnold - [email protected].
“If you see someone without a
When do we contact you? smile, give them one of yours.”

When you are creating anything that requires Carrick branding. - Dolly Parton

42

Lanah Arnold CAPE TOWN

Graphic Designer

t | +27 (0) 21 201 1000
m | +27 (0) 61 360 1418
e | [email protected]

What do you do?

- Designing and updating all branded corporate documents and stationery (business cards, letterheads,
brochures, etc) within the Carrick Group of Companies.

- Designing and updating Carrick corporate stationery (business cards, letterheads, brochures, etc.).
- Preparing presentations and supporting graphics for Directors.
- Designing invitations for Carrick events (seminars, webinars and internal).
- Preparing Carrick and designing client newsletters, invitations and updates in MailChimp.
- Designing of social media posts and elements, as well as online advertising banners.
- User experience (wireframes) for new landing pages or new pages on the Carrick websites.
- Uploading of blog articles and adding and removing employees off the Carrick website.
- Preparing all design work for print and liaise with printers on quotes and print jobs.
- Updating and printing of Carrick handbooks, training manuals and prospectuses.
- Preparing job advertisements for internal and external vacancies for recruitment.
- Ensure the brand is consistent to the established Corporate Identity.
- Management of email signatures.

Who do you support? FUN FACTS

The Carrick Group - local and international I enjoy camping under the stars and I
eat a lot more than people think.
What to do if you are not around?
(Escalation points of contact)

Please contact Lisa SchrÖnen - [email protected].

When do we contact you?

When you are creating anything that requires Carrick branding.

FAVOURITE QUOTE

My uncle used to say - “You
live by the choices you make”.

43

Simone Lazo CAPE TOWN

Marketing Assistant - Carrick Property

t | +27 (0) 21 201 1000
m | +27 (0) 74 418 8843
e | [email protected]

What do you do?

- Assistance and execution of the current Carrick Property marketing and brand strategies.
- Assistance with planning and running of campaigns and projects.
- Providing accessible marketing materials to the property sales team.
- Event planning, managing Carrick Property’s social media pages, assisting in overlooking the Carrick

Property website and relevant content, producing both internal and external communications.
- Ensuring all marketing material is updated on an ongoing basis.

Who do you support? FUN FACTS

The Carrick Property team as well as Private Wealth Managers I am vegetarian, but don’t like
when dealing with property. vegetables and am allergic to
avocado. I can solve a Rubix cube in
What to do if you are not around? 2 minutes and I have dual citizenship
(Escalation points of contact) in the USA, even though I have never

Contact Scott Irving, General Manager: Carrick Property - lived there.
[email protected].
FAVOURITE QUOTE
When do we contact you?
“If you don’t like something,
When you require any Carrick Property marketing material, change it. If you can’t change
or assistance in promoting Carrick Property’s product and it, change the way you think
service offering.
about it.”

- Mary Engelbreit

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