Professional Curriculum Vitae Marli Jolandi Vermeulen
1. Professional Curriculum Vitae
Mrs. Marli Jolandi Vermeulen
Personal information
Address 825 Verena Street,
Faerie Glen, South Africa
Telephone(s) [+27] 73 498 4020
E-mail jolandivermeulen10@gmail.com
Nationality South African
Date of birth 1981/11/13
Gender Female
Areas of Expertise
Drafting of Legal Documents
Interpretation and application of
Legislation and Case Law
Project Delivery
People Management
Financial Management
Leadership
Negotiation Skills
Professional Work Experience
Treasury Trust Services (Pty) Ltd, Pretoria 1 February 2012 – Current
Designation: Legal Advisor / Managing Director
Company Profile: Treasury Trust Services (Pty) Ltd is a leading company offer comprehensive
trust, fiduciary and company secretarial services.
Responsibilities:
- The key responsibility of my role is to draft trust deeds, resolution and amendments
and all other documents relating to the registration and administration of trusts.
2. - Accept appointment as representative of the independent trustee.
- Know and understand the contents of the trust instrument by which we are
appointed as independent trustee.
- Have in-depth knowledge of all relevant fundamental law governing trustees, which
includes but is not limited to the Trust Property Act 57 of 1988, the Immovable
Property Act 94 of 1965, the Income Tax Act 58 of 1962, the Estate Duty Act 45 of
1955, the Matrimonial Property Act 66 of 1984, the Marriage Act 25 of 1961, the
Civil Union Act 17 of 2006, the Customary Marriages Act 120 of 1998 and the Divorce
Act 70 of 1979.
- Arrange and conduct trustee meetings which include keeping accurate and detailed
minutes of trustee meetings, proper resolutions and comprehensive records.
- Act with due care and utmost diligence as well as acting only in the best interests of
the trust’s beneficiaries as well as looking after clients interest while still acting
impartially and independently.
- Drafting of Last Will and Testament for clients.
- Reviewing of contracts for clients.
- Meet and maintain close relationships with clients.
- Formulating and successfully implementing company policy.
- Building and maintaining an effective management system including the
management of all personnel and personnel related matters.
MFC, Durbanville 1 January 2011 – 1 May 2011
Designation: Legal Advisor
Company Profile: A division of Nedbank, which prides itself on offering a single-minded
focus on motor finance.
Responsibilities:
- Responsible for the arrears management and bad debt recoveries of a specific
portfolio of clients.
- Identification of legal risk matters and the management thereof.
3. - Liaise with portfolio managers regarding risk matters and advise on legal procedures
and compliance to best suit circumstances.
- Institute and participate in negotiation procedures.
Business Partners Limited 1 April 2008 – 31 August 2010
Designation: Legal Advisor
Company Profile: a specialist risk finance company for formal small and medium enterprises
(SMEs) in South Africa, and selected African countries. The company actively supports
entrepreneurial growth by providing financing, specialist sectoral knowledge and added-
value services for viable small and medium businesses.
Responsibilities:
- Instruct, direct and manage Litigation, most notably Commercial, by Attorneys of the
company.
- Responsible for the arrears management and bad debt recoveries of a specific
portfolio of clients.
- Identification of legal risk matters and the management thereof.
- Compliance and implementation of existing agreements and contracts of the
company, more specifically: Loan Agreements, Standard Terms and Conditions,
Notarial and Mortgage Bonds, Suretyship Agreements, Cession Agreements,
Shareholders Agreements and Exit Agreements.
- Drafting of various corporate documents and assisting in negotiations.
- Assess and advise upon possible liquidations and claims.
- Assess and advise upon new and existing securities.
- Assess and advise upon legal processes to be followed regarding risk businesses.
- Institute and participate in negotiation procedures.
- Assess and advise regarding evictions in respect of immovable properties in
portfolio.
4. - Liaise with portfolio managers regarding risk matters and advise on legal procedures
and compliance to best suit circumstances.
- Report at Credit Control and Risk Management meetings with management.
- Assess business and economic viability of ventures versus legal risk and recovery and
report thereon.
- Research various law sources by identifying applicable statutes and judicial decisions.
Lamprecht and Associates Inc. 3 July 2007 – 31 March 2008
Designation: Professional Assistant / Attorney
Company Profile: The firm started in 1994 as a practice specializing in corporate recoveries.
The firm grew exponentially into other fields of law simply on the basis that clients learnt
with time that they could trust the firm with matters unrelated to corporate recoveries.
Responsibilities:
- Meet and maintain close relationships with clients as well as taking instructions from
clients and giving legal advice and opinions in understandable terms.
- Researching relevant legislation and applicable case law in order to advise clients
according to their specific needs.
- Identifying, interpreting and solving problems.
- Meet and negotiate settlements with opposing attorneys and counsel.
- Performing all tasks related to the management of cases in civil litigation from
inception through completion, inter alia:
Drafting and responding to various pleadings and motions
Consulting with clients and witnesses
Indexing and paginating the court files in accordance with the High Court Practice
notes
Briefing counsel in relation to civil litigation cases as well as assisting counsel in
preparing for trial
- Appearing in court.
- Attending to day to day file administration.
5. - Managing personal Fee Book in order to meet monthly fee target.
Weyer & Weyer Attorneys 3 January 2006 – 28 June 2007
Designation: Candidate Attorney and Professional Assistant / Attorney
Company Profile: A practice specializing in corporate recoveries, civil litigation and
conveyancing.
Responsibilities:
- Civil litigation and debt recovery
- Meet and maintain close relationships with clients
- Appearing in court.
- Attending to day to day file administration.
- Performing all tasks related to the management of cases in civil litigation from
inception through completion, inter alia:
Drafting and responding to various pleadings and motions
Consulting with clients and witnesses
Indexing and paginating the court files in accordance with the High Court Practice
notes
Briefing counsel in relation to civil litigation cases as well as assisting counsel in
preparing for trial
Education and Career Development
LLB degree, University of Pretoria, 2006
School of Law Certificate, University of Pretoria, 2006
Senior Certificate, Centurion High School, 2000
6. Professional Memberships
Law Society of South Africa
Computer Literacy
Microsoft Office
Languages
Afrikaans and English
References
References to be provided on request