In 2007, Clientèle launched its Share Appreciation Rights Scheme (SAR Scheme), which has benefitted qualifying IFAs over R20 million worth of value to date. Following the success of the first competition, Clientèle has decided to launch a second competition, Khula Nathi, which is all about growing together.

The aim of Khula Nathi

  • recognise the contribution that IFAs make in the company
  • provide IFAs with an empowerment opportunity that could change their lives
  • promote continued growth for Clientèle

How does Khula Nathi work?

  1. An IFA has to meet the set Khula Nathi qualification criteria.
  2. Should additional bonus criteria be met, an IFA can be awarded more SARs.
  3. The greater the value of Clientèle the higher the share price should be and the more valuable the SARs should be.
  4. As an IFA, ensure that you keep working towards the bonus criteria even when you have met the qualification criteria, so as to maximise your benefit.

 



CATEGORIES QUALIFICATION CRITERIA BONUS CRITERIA
Top 200 Point Earners • Points from Levels 1–3
• Club 500 (3 out of 6 months)
• 10 earning Key Appointments
• Forum Membership
• Length of service
• Club Status higher than Club 500
Top 50 Fast Starters • Points from Levels 1–3
• Club 100 (3 out of 6
months)
• 5 earning Key
Appointments


Click here to download the Khula Nathi rules.