Ownership Seminar : The Evolution of Black Equity Participation

A workshop looking at the Priority Element of Ownership under the Amended B-BBEE Codes

Course details

Date: TBC 2018
Time: 08h30 for 09h00 – 16h30
Venue: BEESA Business Services,
05 Sherborne Road,
Unit 03 Sherborne Square,
Off Jan Smuts Avenue, Parktown
Cost: R3,000 ex VAT

Annelize Ludik

Senior B-BBEE Consultant

Annelize has almost a decade of experience in the B-BBEE environment of which 6 years were within the B-BBEE Audit environment. She was an accomplished Verification Manager & Technical Signatory dealing with various blue-chip companies and multi-nationals before she joined the BEESA Team. She currently holds the position of a Specialist on BEESA’s Consulting Team as well as a facilitator in the BEE Academy.

As many of you will be aware, the new B-BBEE Codes place far more emphasis on the Ownership Element than the old B-BBEE Codes do.

Without any Black shareholding the most a company can achieve under the new B-BBEE Codes is a level 5 and that is if you claim virtually every other point available.

For majority of companies this is impractical as it requires significant spend and a huge amount of effort. As a result more companies are turning to the ownership element for a more effective way to score BEE points.

If you are in this position and never really considered the Ownership Element before then this Strategic Workshop is for you.


• Understanding the new Ownership scorecard – how the points are calculated.

• Deciding on the best shareholding structure – a look at some popular options.

• Understanding Net Value – getting the funding model right so you don’t get discounted a level.

• Avoiding accusations of fronting.

• Documentation requirements – what documents do I need?

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