SAAMA Professional Designation Application

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SAAMA
SECTION A:  Personal Particulars





















SECTION B:  Category being applied for

SECTION C:  Educational qualifications (including short courses and industry examinations)
Educational qualifications





SECTION D:  Professional designations/registrations
Note, only complete for professional designations awarded, not merely ordinary membership of associations.
Professional designations/registrations







SECTION E:  Professional experience in asset management (as defined in ISO 55000)

E.1          Overview of asset management experience associated with significant asset portfolios (total AM related)

Notes:

1. This section applies to your total AM experience – including previous roles where applicable. Characterise these roles in the form of the equivalent AM designations (CSAM™, CPAM™ and CTAM™) as defined by SAAMA).  Provide a brief overview of the role – 50 words max.

2. Where an applicant has had more than one employer/client relating to overall AM experience, these should be added, with sequential reference numbers, by completing ''Add Another Position'' It is important to provide an overview of your TOTAL experience in AM here – at all levels.

3. Commence with most recent employer/client through to earliest employer/client (referenced #1, #2 etc)

4. Applicants are advised to consider the requirements of E.2 below and list positions at employers/clients for which the information required for E.2 relating to the current application can be provided, if requested.

Employment history








Notes: 

  1. Where an applicant has had more employers/clients than the space provided for above, complete the above table with most recent employment experience and supplement by replicating this table with full details as Appendix D: Employment history
  2. This table applies to your total AM experience – including previous roles where applicable. Indicate these in the form of the equivalent AM designations (CTAM™, CPAM™, CSAM™, as defined by SAAMA). 
  3. Commence with most recent employer/client through to earliest employer/client
  4. Applicants are advised to consider the requirements of E.2 below and list positions at employers/clients for which the information required for E.2 can be provided.


E2


E.2          Experience at level relevant to relating to current application









Demonstrate/motivate how your position/function/role involved the following (max 200 words per section) – specifically noting the tasks for which you were personally responsible, and / or where there was support from other internal or external resources, and note artefacts that are available for review (where a NDA may be required, kindly indicate):










Reference:






SECTION F:          Declaration
I, the applicant, hereby declare that:
  • I have read, understand and have no objections to the SAAMA registration policy and guidelines
  • All particulars and documents submitted relating to this application are true and correct to the best of my knowledge; and
  • I have read, understand, support and will abide by the SAAMA code of conduct for registered persons.
  • I understand that should my application be unsuccessful, an appeal fee of R 2,000 will be applicable.
Applicants should receive an email confirming submission within a working day…..if not received (possible break in communications), please access draft and resubmit – if not able to access draft, please contact the Secretariat – 011 061 5000


SAAMA
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