The 2008 P E N S I O N L A W Y E R S A S S O C I A T I O N C O N F E R E N C E

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1 The 2008 P E N S I O N L A W Y E R S A S S O C I A T I O N C O N F E R E N C E will take place at NH The Lord Charles Hotel, Somerset West, Cape Town from Sunday 16 to Tuesday 18 March 2008 The Pension Lawyers Association 2008 Conference will be held from 16 to 18 March 2008 at NH The Lord Charles Hotel, Somerset West Cape Town. On the evening of 16 March 2008, delegates are invited to a welcoming cocktail party. The conference will take place on Monday, 17 March 2008 and Tuesday, 18 March 2008 with a gala dinner on the Monday evening. All pension lawyers, attorneys, advocates, retirement fund trustees, principal officers, consultants, actuaries, administrators and other interested persons are invited to attend and take part in our interactive and participative conference. As with all the Pensions Lawyers Conferences held to date, this conference will provide you with both expert and practical discussions on the latest developments regarding current legal issues related to the retirement funds industry. OBJECTIVES FOR THE 2008 PLA CONFERENCE The retirement funding industry has been undergoing change for a number of years now but the feeling amongst many is that what is currently taking place in our industry is more than 'change'. For this reason we have chosen as the theme for the 2008 Conference "a revolution for retirement funds". We believe that pension lawyers and others are in a position at this time to engage with and positively influence these developments. The intention for the 2008 conference is to provide a forum for the exchange and sharing of information that pension law practitioners require to be effective in their fields, and to provide a forum for high level legal discussion and debate about the developments taking place within our industry, where things stand and where we are headed. PROGRAMME Highlights from the Programme include: (These are subject to change) An update on developments regarding the interaction between the private retirement sector and the national social security system Exploring the implications of various constitutional provisions on aspects of pension law As we think about retirement reform what is, or should be, the true legal nature of a pension fund? What are trustees duties in relation to member investment choice? What standards will courts use to measure the conduct of independent trustees? The legal difficulties of including bargaining council funds under the Pension Funds Act that arise from conflicts between pension law and labour law Data protection laws affecting retirement funds Legal developments and challenges relating to the establishment of beneficiary funds Legal issues arising from fund investments Retirement fund developments in Africa Regulatory Update An update from the Office of the Pension Funds Adjudicator plus more... Sessions will be structured as a mix of plenary discussions, panel discussions, breakaway sessions and short sessions focusing on specific complex issues. Programme qualifies for continued education credits

2 MORE ABOUT THE EVENING FUNCTIONS Networking is an essential part of every successful conference and opportunities will be provided for delegates to meet, socialize and network in an informal and relaxed setting at the cocktail party and gala dinner. Welcoming cocktail party Sunday evening 16 March 2008 An informal cocktail party will be held on Sunday evening, 16 March 2008 to ease you into the two day conference. We envisage a beautiful setting in a bedouin tent surrounded by fire baskets and candles (weather permitting) at NH The Lord Charles Hotel where Ross Johnson and his marimba band, amaambush will play original compositions as well as a collection of popular traditional African tunes. Canapés and drinks will be provided. The cocktail party will start at 18:00. If you want to attend the welcoming function at NH The Lord Charles Hotel, book your place now as numbers are limited. There is no charge for delegates to attend the cocktail party but there is a charge of R100 for partners of delegates to attend. To book a place fax your registration form indicating your attendance at the cocktail party to Christine Steel Smith as soon as possible. Gala Dinner Monday evening 17 March 2008 On the Monday evening, the Grand Ballroom at NH The Lord Charles Hotel will be the scene for our gala dinner which offers a sumptuous meal, great company and fine wine. We will end the evening off with Tuxedo, one of Cape Town s liveliest bands who will play an ever changing selection of chart toppers. Performed with their own irresistible beat and sound, it s guaranteed to get you up and dancing. The dinner will be a culmination of our comprehensive programme, providing a back drop for a true industry gathering that will allow you to socialise and network with both friends and peers. The dinner will start at 19:30. Delegates and partners are welcome to join us for a welcome drink at the Courtyard adjacent to the Grand Ballroom at 19:00. The cost to attend the gala dinner is R150 per person (for delegates and partners) with the PLA sponsoring the additional costs. If you want to attend the gala dinner book your place now as, due to limited space, only the first 250 bookings can be accommodated. Fax your registration form indicating your choice of function to Christine Steel Smith as soon as possible. MORE ABOUT THE CONFERENCE HOTEL NH The Lord Charles Hotel This luxury hotel with a 4 star grading is nestled amid the breathtaking surroundings of the famous Cape Winelands. The NH Lord Charles is situated conveniently a mere 30 minutes from Cape Town International Airport. Local attractions include scenic wine routes through the historic towns of Stellenbosch, Franschhoek and Paarl, and lazy days on breathtaking beaches in False Bay, only a few minutes from the hotel. Accommodation Rates for the Conference The PLA has been able to secure the following preferential rates for those attending the conference: Single Room: R per night Double Room: R per night These rates are per night, and include breakfast and 14 % but exclude a 1% Tourism Levy. Delegates must make arrangements to reserve their own accommodation and the attached Accommodation Reservation Form can be used to make reservations directly with the hotel and to obtain these preferential rates. The closing date for reservations is Wednesday, 23 January 2008 so please book early if you intend staying at the hotel. After the closing date, accommodation will be subject to availability. Wireless Broadband / Internet Please note that the hotel does have wireless internet access in the hotel. If you wish to make use of this facility during the conference vouchers can be purchased from the Concierge at the hotel at the following rates: 30 R R R200.00

3 AIRPORT AND HOTEL TRANSFERS Transfers between Cape Town International Airport and NH The Lord Charles Hotel have been provided for out oftown delegates and the PLA is sponsoring the cost of this at scheduled times only. Scheduled departure times have been arranged and if you would like to make use of this service, please complete the attached Airport and Hotel Transfers Booking Form and fax it to Christine Steel Smith DRESS CODE The dress code for the entire conference and cocktail party will be smart casual. The dress code for the gala dinner will be smart. ACTIVITIES FOR DELEGATES AND PARTNERS Delegates and accompanying partners have a choice of a wide range of activities in which they can participate. All these activities for delegates and partners will be for their own account. A taste of what each activity offers appears below. The Skin & Body Spa at NH The Lord Charles Hotel Indulge yourself in a variety of massage and holistic treatments including aromatherapy and reflexology. Take advantage of the facials, manicures, pedicures and other specialized skin care therapy and treatments at the spa located at NH The Lord Charles Hotel. NH Lord Charles Tours From the local quaint wine estates of Somerset West and the Helderberg to the Huguenot inspired Cape Dutch homesteads, award winning restaurants and wine estates of Franschhoek these regions offer an unlimited array of wine tasting, sight seeing and activities suitable for visitors of all ages. De Zalze Golf Club The De Zalze Golf Course situated within the De Zalze Winelands Golf Estate, approximately 1km from the NH The Lord Charles Hotel. Visitors are most welcome at De Zalze Golf Club and have full use of the club facilities while they are there to play golf. Booking is advisable to ensure a suitable tee time. All visitors are required to provide the club with the full necessary particulars when making a booking. There is a set fee structure for each activity and bookings must be made directly with the NH The Lord Charles Hotel. Should you require further information on the above activities or to make enquiries, please contact the Concierge desk at NH The Lord Charles Hotel CONFERENCE AND SOCIAL EVENT TIMES Sunday, 16 March 2008 Registration 18h00 Cocktail Party 18h00 Monday, 17 March 2008 Registration 07h30 Programme 08h30 to 16h00 Gala Dinner 19h00 for 19h30 Tuesday, 18 March 2008 Programme 08h30 to 15h00 REGISTRATIONS The registration forms are attached giving you all the details you need to make your arrangements. To secure your place, please take action now. Complete the registration form, arrange for payment and fax it to Christine Steel Smith today. Registrations will be accepted on written confirmation by Christine Steel Smith of your booking and receipt of the registration form and proof of payment, subject to the maximum number of delegates that can be accommodated. The closing date for registrations is Friday, 7 March 2008 but given that numbers for the conference are limited we would urge you not to wait until the closing date to submit your registration forms. ENQUIRIES Christine Steel Smith Tel Fax

4 R E G I S T R A T I O N F O R M THE 2008 PENSION LAWYERS ASSOCIATION CONFERENCE NH The Lord Charles Hotel, Somerset West, Cape Town March 2008 CONFERENCE FEE (Closing date for registrations Friday, 7 March 2008) R3 250,00 (including 14% VAT) per person for PLA members. R4 000,00 (including 14% VAT) per person for non members An additional charge of R150,00 (including 14% VAT) per person is payable in respect of delegates and partners attending the gala dinner at NH The Lord Charles Hotel. An additional charge of R (including 14% VAT) per person is payable in respect of the accompanying partner attending the cocktail party at NH The Lord Charles Hotel. The conference fee includes lunches, conference refreshments, the cocktail party, and airport transfers to and from the hotel. Payment is required with your registration. The Pension Lawyers Association is a registered VAT vendor: Vat Registration No The conference fee does not include the gala dinner, flights and accommodation. HOW TO REGISTER (We recommend that you:) Fax the completed registration form to Christine Steel Smith at Fax #: as soon as possible. PAYMENT 1.Kindly make payment directly into the bank account of the Pension Lawyers Association. Cheques and direct transfers accepted but unfortunately credit card facilities are not available. BANKING DETAILS Accountholder: Pension Lawyers Association Bank: Standard Bank Branch: Sandton City Branch Code: Account No.: Reference: Please use your surname, initials and 2008 Conference as a reference (For block bookings please use your company name and 2008 Conference as a reference) 2.Please fax a copy of your deposit slip/eft payment together with your registration form to fax # EFT payments may also be confirmed by ing with the EFT date, reference and amount paid. 3.Please indicate if you require a tax invoice. Yes No If yes, please provide your VAT Reg. No. ENQUIRIES Christine Steel Smith Tel Fax DELEGATE DETAILS (Please print clearly and use a separate form for each delegate) Organisation/Employer: Surname: Initials: Title: Name for tag: Designation: Accompanying partner s name for tag: Postal address: Postal Code E mail address: Telephone: ( ) Fax: ( ) Cell: Status: Member of PLA Non member delegate Speaker/Presenter

5 Kindly register me for the Pension Lawyers Association Conference in the Western Cape (16, 17 & 18 March 2008). Attached is a copy deposit slip showing payment to The Pension Lawyers Association made up as follows: Fee per delegate Delegate : Gala pp Accompanying partner: Cocktail R pp Gala R pp Total R I / We plan to attend the following evening functions: Cocktail party Gala dinner I have the following special dietary requirements: Vegetarian Kosher Halaal Other: (Please specify) TERMS AND CONDITIONS 1. In order to secure your place, advance booking is essential. 2. Registrations will be accepted on written confirmation by Christine Steel Smith of your booking and receipt of the registration form and proof of payment, subject to the maximum number of delegates that can be accommodated. 3. If no confirmation is received within 2 weeks of receipt of your fax, please contact Christine Steel Smith on to confirm your booking. 4. A written cancellation received by the PLA 14 days or more before the conference start date will be accepted. A 10% cancellation fee will be levied. If you cancel after the specified 14 day period, you will be liable for the full fee. Please notify Christine Steel Smith in writing. 5. Registered delegates may be substituted at any time prior to the conference without incurring an additional fee. Please notify Christine Steel Smith in writing of the change. 6. Payment must be made before Friday, 7 March No credit card payments will be accepted. 8. Delegates are required to keep and produce when requested by the PLA staff, copies of their registration form and proof of payment. 9. The cut off date for bookings is Friday, 7 March No late registrations will be accepted. The Pension Lawyers Association reserves the right to change/cancel the conference, conference date, speakers or venue(s) without prior notification. I hereby acknowledge that I have read and that I understand and accept all the terms and conditions of my registration. Signature: Date:

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