1. Curriculum Vitae
COLLEEN MARY-ANNE BRAND
Personal Detail Title: Mrs.
Full Name: Colleen Mary-Anne Brand
ID Number: 5809120088082
Cell phone Number: 084 681 3075
E-mail: brandfam@mweb.co.za
Residential Address: 13 Huilboom Crescent
Kleinbron Estate
Brackenfell
7560
Postal Address: 13 Huilboom Crescent
Kleinbron Estate
Brackenfell
7560
Gender: Female
Disability: None
Citizenship: RSA
Tertiary
Education
Boston House College
Qualification AUT – Qualification in Unit Trust Investment. Achieved
an 82% pass rate.
Apsol Computer Academy
Computer courses  Various computer courses. Currently working
with Microsoft 2007 version of Excel and Word.
Also worked on Soft Page, PowerPoint,
publisher and Mail Fire.
Momentum Wealth
Qualification Basics on unit trusts
Secondary
Education
Grade 8 to 11 : Queensborough Girls High (Durban – Natal) from 1973 – 1976
Grade 12 : Norman Henshilwood High (Constantia – Cape) - 1977
I left in September 1977 due to major differences in the Cape Province and Natal syllabi as well as
the fact that I had to select new matric subjects due to my Grade 11 subjects not fitting in / or
being offered at my new school. I persevered for 9 months in trying to bridge the gap between the
Cape and Natal syllabi but eventually accepted a job offer in finance at the City of Cape Town.
Employment
Grindrod Asset Management
Previously Plexus Asset
Managment
Type of Company
06/04/1999 – 28 February 2015
Asset Management / Investment Company
Responsibilities:  Client Liaison
 Processing and monitoring of investments and
disinvestments in client’s unit trust investment
portfolios.
 Arranging of client appointments for annual income
reviews.
 Extract data (fund performance vs. Benchmark) from
systems for month-end consolidated reporting to
clients
 Assist with statistics for client presentations.
 Do fund comparison reports. Grindrod Funds versus
other funds for marketing strategy.
 Intercepting and scanning of telephone calls in the
absence of marketing to ease pressure

2.  Do written correspondence for amendment / editing
on behalf of marketing
 Exposure to switchboard as relief when necessary.
 Keeping systems up to date with regards to new
documentation and rules applying to amended
legislation within the industry as well as the stationary
used, within our company.
 Extract statistics for reports for board meetings etc.
 Liaise with Investment companies re investment and
disinvestment figures for monthly report to Head
Office.
 Request and collate data (investment / policy
information) re client portfolios and draw up client
investment / sector analysis for potential new
business.
 Checking of incoming commission,
Reason for leaving: Position made
redundant as a result of restructuring
within the Grindrod Asset Management
Plexus : Tasks exposed to
First Bowring & Associates
Type of Company
 Responsible for agenda and minutes of marketing
meetings
 Compilation of the monthly inflow and outflow reports,
reflecting various IFA’s and companies
 Personally responsible for month-end, quarterly report
back, checking of performances against guidelines,
investigation of variances and the distribution of
reports to clients.
 Responsible for liaising with relevant companies, re
processing instructions from clients, as well as
resolving fund / client queries that may arise from day
to day.
 Checking of incoming commission, and the payment
thereof, to various IFA’s
 Function co-coordinator: Arrange functions, collate,
monitor attendance, sign off invoices and monitor
reimbursement due to Company
 Updating of brochures, monthly fund fact sheets and
marketing material presentations on PowerPoint /
Publisher
 Responsible for set-up of Monday morning economic
update meeting which includes updating of
PowerPoint slides, setting up of technical equipment
and providing country wide audio.
1982 to 1998
First National Bank Investment Division
Responsibilities  Held the position as Administrator for the Western
and Northern Cape control, operating with 41 brokers.
 Also personal assistant to the director of the
company.
 Maintained broker staff files (including personal
assistants to marketing team): Processing,
monitoring of new and terminated staff documents as
well as maintaining records. Carried out LOA and
credit enquiry checks on new brokers. (Staff
compliment consisted of approximately 41 brokers,
each with a personal assistant).
 Controlled debt recovery from active and terminated
brokers via monthly management accounts for
various offices, country wide
 Liaison between Senior Management, Financial
Consultants, Assurers, Tax Authorities, Life Offices
Association and First Bowring Head Office, re matters
relating to brokers, and clients of brokers.
 Implementation of garnishee orders from the Receiver

3. of Revenue for active brokers.
 Liaised with First National Bank Managers and
brokers, re annual targets per branch, country wide.
 Audited the accounts of terminated brokers, prior to
final payment, scheduled 12 months after termination.
 Processed group scheme benefit, renewals, and did
claims on behalf of brokers.
 Liaison between Financial Consultants, Investment
Companies, Tax Authorities and Head Office, relating
to brokers and investment matters.
 Staff appraisals: In charge of annual exercise for
personal assistants to marketers.
 Wrote monthly newsletter for First Bowring Western
Cape, highlighting achievements, news and change in
legislation. Also did monthly article for the national
newsletter.
 Did monthly statistics for board meeting purposes.
 Purchased, controlled assets for First Bowring within
the FNB group, and was responsible for the drawing
up of the asset register.
 Arranged and attended investment conferences.
 Drew up the agenda and noted minutes at
conferences / meetings.
 Did expense budget.
 Kept brokers up to date on new marketing drives,
marketing material as well as arranged new product-
launches.
 Processed salary advances to brokers and recovered
same via monthly cost recovery exercise.
Reason for leaving: Position made redundant as a
result of restructuring within the First National Bank
Group
Louis Volks & Associates
Type of Company
1980 - 1982
Investment Brokerage
Responsibilities  Personal Assistant to the Director
 Controlled pension, medical aid and group life
schemes. These schemes were affected by death in
service, retrenchments, dismissals, terminations,
appointments and salary increases. One of the larger
schemes was that of the Members of Parliament,
whom I dealt directly with.
Reason for leaving: Offered employment at First
National Bank with better prospects
Old Mutual
Type of Company
1978 to1980
Life Insurance Company
Responsibilities:
City of cape Town
Type of Company
Responsibilities:
 Worked as part of a team, collating information and
processing policy applications. Part of my task was to apply
for any outstanding info / documentation, which prohibited the
finalization of the policy
Reason for leaving: Better prospects, as I was limited in this
field
1978 to 1980
City of Cape town Municipality
 Administrative Assistant in the Treasury Department
 Responsible for receipt of revenue in respect of various
services rendered by the City of Cape Town
 Liaised with banking institutions and clients, with regards to
payment queries.
Reason for leaving: Sought a challenging career in the
Insurance Industry

4. Skills
Language Proficiency: Speak Read Write
English Fluent Fluent Fluent
Afrikaans Fluent Fluent Fluent
Computer literacy:
Ms Word
Ms Excel
Powerpoint
Outlook
Publisher
Drivers License:
Yes – Code 08
Other: I am hard working, self motivated, adaptable and enjoy
challenges. Being always open to new ideas, I am willing
to grasp new opportunities and as a quick and confident
learner, I am always keen to learn new skills. I am a team
player and enjoy working under stringent and demanding
deadlines. I have excellent bilingual written and verbal
skills. My extensive administrative knowledge and skills
could be applied in various fields. I am creative and enjoy
interaction with people. I have received numerous awards
for excellence in client service.
References
Paul Stewart 021 492 0200
Head : Fund Management
Grindrod Asset Management
J D Le Roux (Boesman) 082 490 3834
Senior Financial Advisor
First National bank
Mr George Loe 021 712 6781
Retired Director
First Bowring and Associates
Fiona Wall
Senior Financial Advisor
Plexus Wealth Management
Louisa Ruwiel
Bespoke Legal & Compliance
Solutions
Ex Plexus Asset Management
head of compliance
0747070747
021 852 9351
083 663 6634