the bulk specialists
They consist of:
• Megan Pietersen - She has been there for 2 and a half years (took a break to go to training in 14)
• Shaun Ferguson - He is the team authoriser and has been there for 3 years.
•Rukshana Sirkhotte- She captures and does reports and has been there for 4 months
• Lynette Almano - She captures and also authorises when Shaun is not there and she has been on the team for 1 and a half years
• Ncumisa Speelman- She captures and does reports and has been there for 10 months
• Rukshana Sirkhotte- She captures and does reports and has been there for 4 months
What requirements to be part of their team?
Attention to detail
Zero error rate
Independent mindedness
Conscientious person
Problem solving abilities
What do they do?
They only deal with instructions involving Allan Gray Funds. Investment admin deals with third party funds.
They capture in OMS - a different view in stadium. Some of their instructions are also captured in flex
They process:
Transfers between bulk dealers only
Switch transfer- Switch between funds from one account to another.
Purchases also known as additional contributions
Repurchases a.k.a withdrawals
Normal switches
The link between them and investment admin?
Investment admin processes transfers for third party funds. They process transfers between our nominees accounts and other nominees accounts. They fix transfers between bulk account numbers for investment admin
What do they like about this job?
• Flexibility
• That they are a team of matured individuals
• They manage themselves- They don’t need to be told what to do.
• Everyone in the team is on the same wave length, they know what they came to do and make sure that they do it.
BULK
UP?