The document is a curriculum vitae for Marianne Barnard Kotze. It outlines her personal details, qualifications including a LLB from Potchefstroom University, career history working in legal cost consulting and advisory roles, and her current role as Company Secretary and responsible for regulatory compliance for Nexa Financial Services operating in several African countries. It provides over 20 years of experience in legal cost consulting and advisory work in South Africa.
2. PERSONAL DETAILS:
Name: Marianne
Surname: Barnard Kotze
Address: 488 Botterklapper Street
Nature’s Ridge 31
The Willows
Pretoria
Telephone number 062 358 2063
Date of Birth: 1976-12-15
Marital Status: Divorced
Dependants: Joint custody of2 Children (aged 8)
ID number: 761215 00 22 0 80
Nationality: South African
Languages: Afrikaans & English
Qualifications: LLB (PU for CHE)
QUALIFICATIONS:
School: Pietersburg High School
Highest Standard: Matric
Subjects: Afrikaans
English
Mathematics
Biology
3. History
Leadership:
1993-1994: Standard Prefect
1994-1995: Prefect & Head Girl
1993-1995: 1st TeamNetball Captain
1993-1995: School Athletic Captain
TERTIARY QUALIFICATIONS:
University: Potchefstroom’s University for Christian Higher Education
Degree: LLB
Year: 2000
HOBBIES:
Running, Golf, Motor cycling, Hiking, writing and philosophy
CAREER SUMMARY:
SERVING ARTICLES: N van der Merwe Attorneys (2001-2003)
Main tasks performed: Civil and Criminal Litigation
Third Party Claims
LAW SOCIETY: Successfully completed board exams
4. Estates and Testaments
Court procedure: High Court and Magistrates Court
Ethics
Law Bookkeeping and Accounting
ROAD ACCIDENT FUND: (2003-2007) Appointed as Legal Cost Officer up to 2005 and then
as Senior Legal Cost Officer.
Main tasks performed included
Legal research
Court attendances – taxation of bills in High and
Magistrates Court
Providing Legal Advice
Drafting bills of costs
Settlement negotiations
Acting in advisory capacity regarding legal costs issues
ADMITTED AS ADVOCATE IN JULY 2005
MAPONYA INC.: (2007-2009) Appointed as Legal Cost Adviser. Main tasks
performed:
Legal research
Court Attendances – taxation of bills in High and
Magistrates Court
Providing Legal Advice
Drafting bills of costs in all forums
Settlement negotiations
Acting in advisory capacity regarding legal costs issues
Third Party Claims in both Magistrates Court and High
Court
5. HURTER & COETZEE: (2007-2009) Appointed as Legal Cost Consultant. Main tasks
performed:
Legal research
Court attendances – taxation of bills in High and
Magistrates Court
Providing Legal Advice
Drafting bills of costs in all forums
Settlement negotiations
Acting in Advisory capacity regarding legal costs issues
Third Party Claims in both magistrates Court and High
Court
MBK LEGAL COST CONSULTANTS: (2011-2013) Managing Partner. Main tasks performed as
above and:
Appearing in court noting judgments
Arguing Summary Judgments
Third Party Claims in both Magistrates Court and High
Court
Clients included;
VAN ZYL LE ROUX INC.: (2012-2013) Senior Consultant. Main tasks performed was
initializing/building/creating a new department dealing with the above.
Legal research
Court attendances – taxation of bills in High and
Magistrates Court
Providing Legal Advice
Drafting bills of costs in all forums
Settlement negotiations
Acting in Advisory capacity regarding legal costs issues
Third Party Claims in both magistrates Court and High
Court
6. ROESTOFFF & KRUSE INC.: (2012-PRESENT) Senior Consultant. Main tasks performed was
initializing/building/creating a new department dealing with the above.
Legal research
Court attendances – taxation of bills in High and
Magistrates Court
Providing Legal Advice
Drafting bills of costs in all forums
Settlement negotiations
Acting in Advisory capacity regarding legal costs issues
Third Party Claims in both magistrates Court and High
Court
Other exams successfully completed;
LIBERTY (PTY) / MIRROR FINANCIAL SERVICES:
STANLIB
LIFESTYLE PROTECTOR
BUILDER INVESTMENT SERIES
LIFE INSURANCE ACCREDITATION
BEHAVIOURAL ACCREDITATION
FINANCIAL PLANNING
FINANCIAL ADVISERY AND INTERMEDIARY SERVICES ACT 37 OF 2002
PREVENTION OF ORGINISED CRIME ACT 121 OF 1998
FINANCIAL INTELLIGENCE ACT38 OF 2001
PROTECTION OF CONSTITUTIONAL DEMOCRACY AGAINST TERRORISMAND RELATED
ACTIVITIES ACT 33 OF 2004
RISK PRODUCTS
INVESTMENT PRODUCTS
7. Current(Jan14 –Current)
NEXA FINANCIAL SERVICES;
Nexa Financial Services is a Mauritian registered, Pan-African Financial Services company who
operates in various African countries, such as South Africa, Kenya, Ghana and Botswana;
Main tasks’ performed is;
Registering the Company in the various countries of operations and compliance with all
local licenses, etc.
Obtaining the various banking licenses in conjunction with the finance department and CEO,
mainly responsible for understanding all requirements and co-ordinating the license
application.
Complying with the various banking and other Non-Banking-Financial-Institutions regulatory
frameworks, such as quarterly prudential submission in conjunction with the finance
department.
Ensuring that the Company’s products comply with the applicable legal acts and regulatory
framework.
Ensuring that the Company’s standard terms and conditions comply in each country with
the various banking or NBFI frameworks.
Responsible for all contracts entered into with third parties, such as payroll agreements,
rental agreement, and suppliers agreements, etc.
Company Secretary responsible for;
o Arranging prudential and timeous Board and General meetings.
o Sending out timeous invitations to the various Directors and or other stakeholders
o Keeping minutes
o Reviewing the minutes with the applicable senior Board member before finalising
the minutes.
o Finally distributing the minutes to the various stakeholders and updating the
minutes book.
All initial HR contracts and recruitment standards ensuring compliance with the local
employment acts.