Continuing Professional Development (CPD) Action Form

Please be sure to read the Facilitation Terms and Conditions thoroughly before filling in the Action Form.

Facilitation Terms & Conditions and Code of Conduct

1Sponsoring company

2Event details

3Add-ons

4Presenter details

5Session topic

6Co-facilitator details

7Postponement/Cancellation details

8Invoicing

9Fees and consent

Company(Required)

Membership

Company passcode(Required)

Please submit in order to further complete form. The code is in the following format: AA-AA/9999 (where 'A' represents a capital letter and '9' represents a number).

Passcode incorrect - please submit the correct passcode to continue with the form.

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Passcode(Required)

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Define other

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Membership(Required)

Event details

Date of event(Required)

Event type

Event reference number

Days before event

Select action for this event(Required)

According to updated procedures, should you need to postpone or cancel this event, please select that action from this dropdown and complete the relevant fields accordingly. This is to formally confirm the postponement or cancellation.

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Weekday

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Time

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Date(Required)

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Date to submit

Add-ons

Add-on	Description	Cost
Recording	Copy sent to sponsor via OneDrive Hosted on secure PTCMA Portal for 12 months Views of 45 min+ qualify for one CPD point Open to all PTCMA members and subscribers Includes a voucher for 50 individual accesses which sponsors can share with non-subscribers	Corp members: R 3 520.00 Stand members: R 3 740.00 Non-members: R 4 400.00
Pre-recording	In the event that the presenter is not available to present live for the session, a pre-recording is an option. The recording should: Be 50 minutes long If possible, have the presenter's video on The presentation must be pre-approved and meet all the usual PTCMA standards Be shared with the PTCMA AT LEAST 7 days before the session for review or the PTCMA reserves the right to cancel the session The presenter or another specialist has to dial in for an interactive Q&A at the end of the meeting.	Sponsor provides recording and it is NOT shared on the PTCMA Portal: R 0.00 PTCMA does the pre-recording and it is NOT shared on the PTCMA Portal: R 800.00 Recording is shared on the PTCMA Portal, regardless of who does the pre-recording, the above recording fees will apply.
Additional presenters	Should you wish to have two specialists speaking from different perspectives, e.g. an oncologist and pathologist sharing on diagnosis and treatment of cancer. Requirements: The combined clinical presentation time should be 50 minutes Plan sufficient time for Q&A - consider extending the session Should the additional presenter be a patient advocate, please ensure they are properly briefed on the meeting format as per our terms and conditions.	No additional costs unless session time is extended or honorarium is paid through the PTCMA. Standard honorarium: R 5 900.00
Extend session	Session can be extended by up to 60 minutes. This should be considered should there be multiple presenters and is required if the additional presenter is a patient advocate.	R 2 560.00 per additional 30 minutes

Add-on	Description	Cost
Additional presenters	Should you wish to have two specialists speaking from different perspectives, e.g. an oncologist and pathologist sharing on diagnosis and treatment of cancer. Requirements: The combined clinical presentation time should be 50 minutes Plan sufficient time for Q&A - consider extending the session Should the additional presenter be a patient advocate, please ensure they are properly briefed on the meeting format as per our terms and conditions.	No additional costs unless session time is extended or honorarium is paid through the PTCMA. Standard honorarium: R 5 900.00
Extend session	Session can be extended by up to 60 minutes. This should be considered should there be multiple presenters and is required if the additional presenter is a patient advocate.	R 3 670.00 per additional 30 minutes

Select your add-ons(Required)

We don't want to add anything

Add recording

Pre-record - recording will be provided by

Pre-record - PTCMA to arrange with presenter

Pre-recording - publish on PTCMA Portal

Add second presenter

Add third presenter

Extend session with 30 minutes

Extend session with 60 minutes

Select your add-ons(Required)

We don't want to add anything

Add second presenter

Add third presenter

Extend session with 30 minutes

Extend session with 60 minutes

Presenter Details

It is important for us to have the direct contact details for the presenter in order that we can assist them in preparation for this meeting. The sponsor contact will be copied in all communication with the presenter.
PLEASE NOTE: The presenter MAY NOT be from the sponsoring company.
This is to refrain from any perceived bias. Should a request be made for a sponsor presenter, the request should be sent directly to the PTCMA at least 2 months prior to the session with motivation to put to the PTCMA Executive Committee for approval.

PRE-RECORDING
Please complete this section with the details of the PRESENTER as these are required for the invite and to apply for CPD accreditation.

Presenter name(Required)

Title First Last

Presenter pronouns(Required)

Preferred pronouns for introduction

Presenter specialty(Required)

Presenter current position(Required)

Presenter qualifications(Required)

Please only share degrees - universities and years can be shared in the bio.

Presenter HPCSA registration number(Required)

Presenter email(Required)

Presenter cell phone number(Required)

Other phone number for presenter

Short presenter bio for introduction(Required)

Permission for Zoom meeting(Required)

The presenter has been informed and is in agreement to conduct this CPD meeting virtually using the ZOOM application.

Yes

Presenter will login for Q&A(Required)

Yes

No - another clinician will manage the Q&A

Second Presenter Details

PRE-RECORDING - Presenter for Q&A
Please complete this section for the details of the specialist that will be engaging in the Q&A for the presentation so that we can share their login details with them.

Second presenter name(Required)

Title First Last

Second presenter pronouns(Required)

Preferred pronouns for introduction

Second presenter specialty(Required)

Second presenter current position(Required)

Second presenter qualifications(Required)

Please only share degrees - universities and years can be shared in the bio.

Second presenter HPCSA registration number

Second presenter email(Required)

Second presenter cell phone number(Required)

Other phone number for second presenter

Short second presenter bio for introduction(Required)

Permission for Zoom meeting(Required)

The presenter has been informed and is in agreement to conduct this CPD meeting virtually using the ZOOM application.

Yes

Third Presenter Details

Third presenter name(Required)

Title First Last

Third presenter pronouns(Required)

Preferred pronouns for introduction

Third presenter specialty(Required)

Third presenter current position(Required)

Third presenter qualifications(Required)

Please only share degrees - universities and years can be shared in the bio.

Third presenter HPCSA registration number

Third presenter email(Required)

Third presenter cell phone number(Required)

Other phone number for third presenter

Short third presenter bio for introduction(Required)

Permission for Zoom meeting(Required)

The presenter has been informed and is in agreement to conduct this CPD meeting virtually using the ZOOM application.

Yes

Session topic

Primary Disease category(Required)

Select the most applicable

Define other(Required)

Please define the category

Secondary Disease category

Optional - if the topic spans more than one category.

Topic for

Please define any abbreviations.

Topic for

Please define any abbreviations.

Topic for

Please define any abbreviations.

Can we share the event on the PTCMA LinkedIN page?(Required)

Yes

Recording permission

Recording code

Should the recording include a specific code for compliance or approval? Please share it here.

Co-facilitator details

Co-Facilitator is the Sponsor.

Main contact person(Required)

Main contact for this event

First Last

Email(Required)

Mobile phone(Required)

Secondary contact(Required)

Secondary contact for this event

First Last

Email(Required)

Mobile phone(Required)

Participant queries

Please submit an email address we can share with participants in the chat in the meeting, at the end of the recording, in the 'thank you for attending' email, etc. where they can send questions to.
Please leave on "Do not share" if you do not wish us to share any details.

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Share email

Email address to share(Required)

Postponement/Cancellation details

Reason for cancellation/postponement(Required)

Postponed

Select a new VCPD date

Define other: Name	Secondary contact	Actions

There are no Dates.

Maximum number of dates reached.

Select a new F2F date

Sandton	Cape Town	Pretoria	Actions

There are no Dates.

Maximum number of dates reached.

Invoicing Requirements

Full company details

How the Company name should display on the invoice Address or PO Box City Province Area code

Accounts person(Required)

Accounts email(Required)

Accounts contact number

Invoice document requirements(Required)

We need:

Tax invoice

Quotation, followed by a tax invoice

Specific description on the invoice(Required)

Default is "Facilitating Virtual CPD Event". If you would like to change it or add to it, please supply detailed wording.

Specific description on the invoice(Required)

Default is "Facilitating F2F CPD Event". If you would like to change it or add to it, please supply detailed wording.

Sponsoring company pays the honorarium directly to the presenter(s)(Required)

Yes

No - honorarium is paid through the PTCMA

Presenter 1 Bank confirmation letter

Please submit the bank confirmation letter from the presenter for the account into which the honorarium should be paid.

Max. file size: 4 MB.

Presenter 2 Bank confirmation letter

Please submit the bank confirmation letter from the presenter for the account into which the honorarium should be paid.

Max. file size: 4 MB.

Presenter 3 Bank confirmation letter

Please submit the bank confirmation letter from the presenter for the account into which the honorarium should be paid.

Max. file size: 4 MB.

Change the honorarium amount(Required)

Yes

No - keep to R 5 900.00

Sponsoring breakdown

Facilitation

Price:

Session extension

Price:

Recording fee

Price:

Honorarium

Price:

R 5 900.00 per presenter. For other amounts, please select the option to change the honorarium amount.

Custom honorarium for (Required)

Postponement fee

Price:

Please note that, as this event postponed a second time, or cancelled after being postponed, 50% of the facilitation fee will be charged as a cancellation fee.

Cancellation fee

Price:

Please note that, as this event was cancelled less than 6 weeks prior to the event date, 50% of the facilitation fee will be charged as a cancellation fee.

Full cancellation fee

Price:

Please note that, as this event was cancelled or postponed 2 workdays or less prior to the event date, the full facilitation fee will be charged as a cancellation fee.

Subtotal

R0.00

VAT

R0.00

Total

Consent

Consent(Required)

I acknowledge the Terms and Conditions which our company agreed to when reserving dates.

Virtual CPD (V_CPD) Facilitation via Zoom Terms & Conditions 2026
1.	Principles:
	1.1	This is a neutral education platform for clinical discussion and all stakeholders represented must be respected and honoured.
	1.2	The common goal of the Parties is to share evidence-based information to promote optimal patient care in the South African healthcare environment.

2.	General:
	2.1	The sponsorship is unconditional and provided by the Sponsor hereafter referred to as the Co-Facilitator.
	2.2	Standard PTCMA Members will be allowed 1 (one) V_CPD sponsorship per annum. Corporate PTCMA Members can initially book 6 (six) dates to sponsor events. Requests for additional events will be considered based on capacity.
	2.3	V_CPDs will be open to all Full Registrants (PTCMA members and other groups identified on the PTCMA Portal).
	2.4	An invitation is circulated to all Full Registrants on the PTCMA Portal, which may include healthcare funders, academics, clinicians from the Public Healthcare Sector and Department of Health, healthcare industry regulatory bodies, and representatives from pharmaceutical and/or medical technology companies.
	2.5	The Co-Facilitator may invite an additional 100 (one hundred) Guests to attend free of charge – a PDF of the invitation with a unique registration code will be sent to the Co-Facilitator for this purpose. It is the responsibility of the Co-Facilitator to send this invitation to its Guests. Only the first 100 (one hundred) Guests with the registration code submitted will be approved to attend (unless they are already Full Registrants on the PTCMA Portal, in which case they will not require a Guest registration, but will automatically be granted access to the event).
	2.6	Appropriate topics - clinical or general - for the V_CPD can be suggested by the Co-Facilitator and agreed with the PTCMA Management.
	2.7	If more than one V_CPD is booked by a Co-Facilitator in a year for the same disease area, the focus of discussion must be unique.
	2.8	Appropriate independent presenters – e.g., academics, clinicians, and specialists can be suggested by the Co-facilitator and agreed with the PTCMA Management. Presenters who are employees of the Co-facilitator at the time of the event will only be considered in exceptional circumstances, such as where the subject matter pertains specifically to their expert roles within the Co-facilitator’s organisation (e.g., an expert on value-based contracting for a V-CPD co-facilitated by a Funder). Should a request be made for a sponsor presenter, the request should be sent directly to the PTCMA at least 2 months prior to the session with motivation to put to the PTCMA Executive Committee for approval. Where the subject matter is mainly clinical in nature, an independent clinical expert in that particular field should be proposed.
	2.9	The Co-Facilitator takes responsibility for briefing the presenter prior to the meeting on the topic format, meeting programme and audience, to emphasise the clinical nature of the forum, and to ensure strict adherence to The South African Code of Marketing Practice For Health Products Code & Guideline, the Principles stipulated in clause 1 of these Terms and Conditions, and, in particular, that
		2.9.1	an unbiased, scientific evidence-based approach should be taken on discussing the disease/condition/intervention;
		2.9.2	no health product promotion, branding (including product and company logos) or personal opinions are permissible except for the company logo on the disclosure slide described in clause 2.9.8;
		2.9.3	speakers may only use the International Non-Proprietary Name of Health Products during CPD events; companies shall inform speakers that the use of trade names is not permitted;
		2.9.4	discussions will focus on appropriate therapy or intervention options and sharing of a case study is encouraged;
		2.9.5	unsolicited questions from participants on off-label use may be answered by regulatory, medical or other appropriately qualified personnel only (and not by sales and marketing Company Representatives);
		2.9.6	no derogatory statements will be made against any healthcare funder, other company, organisation or doctor by name;
		2.9.7	the presentation should be of at least 50 minutes duration to qualify for CPD accreditation; and
		2.9.8	a slide should be included at the start of the presentation disclosing:
			2.9.8.1	sponsorship of the presentation,
			2.9.8.2	presenter conflicts of interest and relevant affiliations,
			2.9.8.3	key contributors to the development of the presentation.
	2.10	The Co-Facilitator shall ensure that the slide deck for the V_CPD event is shared via email with the PTCMA Programme Coordinator at no later than five working days prior to the event, for review against the requirements stipulated in clause 2.9.
		2.10.1	Should the presentation not be submitted 24 hours before the scheduled start of the event to allow for possible adaptations, the PTCMA reserves the right to cancel the event and invoice the Co-facilitator for the full cancellation fee.
	2.11	The Co-facilitator takes responsibility for sending the confirmed event information to the PTCMA for circulation as per the timelines stipulated in clause 6.

3.	Add-ons:
	3.1	Recordings:
		3.1.1	Sessions will only be recorded if the sponsor requests it prior to the meeting. The relevant fees stipulated in clause 8 apply when opting in for the recording.
		3.1.2	The Co-facilitator must obtain consent from the presenter to record the presentation.
		3.1.3	The recording fee of a V_CPD Event does not include costs for editing. The Co-facilitator shall be responsible to ensure that the content of the presentation is compliant with the requirements stipulated in clause 2.9, and includes any disclaimers or other information to meet its internal compliance requirements prior to the event. Should editing be required to address violations of the requirements stipulated in clause 2.9, an editing fee of R800.00 per hour will be charged to ensure compliance of the recording before publication on the PTCMA Portal.
		3.1.4	The recording will be hosted on PTCMA Portal for 12 (twelve) months and be accessible only to PTCMA members and Full Registrants on the PTCMA Portal.
		3.1.5	Recording views will be tracked and CPD points will be awarded to viewers who viewed at least 45 minutes of the recording. CPD points for the recording will also be based on a 1 (one) point per hour basis.
		3.1.6	The Co-Facilitator shall ensure that a PDF document of the presentation slide deck is sent by email to the PTCMA Events Coordinator within five working days of the V-CPD event. Apart from the quality assurance check, this is a reference for viewers.
		3.1.7	The recording will be sent to the Co-Facilitator via OneDrive, unless an alternative electronic transferring facility is agreed on by both Parties.
			3.1.7.1	As stated above, the recording will be CPD accredited and the Co-facilitator can direct users to the PTCMA Portal via the voucher issued by the PTCMA – the Co-facilitator is not allowed to apply for CPD accreditation of the recording independently.
			3.1.7.2	The Co-facilitator may use the copy of the recording strictly for internal company activities, i.e., in internal meetings and/or training, and/or the internal company website.
			3.1.7.3	The Co-facilitator is not allowed to share this recording on a competing platform, including DeNovo Medica, EM Guidance, MPC, FPD, or similar organisations.
		3.1.8	Annually, a report on the number of views will be sent to the Co-Facilitator.
		3.1.9	Security protocols:
			3.1.9.1	The recording and the presentation will be published on the dedicated PTCMA Portal that is password-protected for access by Full Registrants on the PTCMA Portal who wish to revisit the information or wish to obtain CPD accreditation.
			3.1.9.2	Presentations will be made available in a secured PDF format.
			3.1.9.3	The PTCMA Portal is protected against unauthorised access. Standard precautions are taken in relation to malware, hacking and other security breaches.
	3.2	3.2 Vouchers (for extending access to the recording):
		3.2.1	The Recording of a V_CPD event is accessible only to PTCMA members and other Full Registrants on the PTCMA Portal.
		3.2.2	To make the recording available to others, the co-facilitator can purchase vouchers to distribute as desired.
		3.2.3	When accessing the recording, non-members/non-Portal Registrants will receive a pop-up requesting a code before they can view the video.
		3.2.4	The recording fee, will include a voucher allowing 50 (fifty) individuals to access the recording. This means that the same voucher with the same code can be distributed to 50 individuals. Each individual will only be able to use the code once.
		3.2.5	Additional access vouchers can be purchased.
		3.2.6	A voucher with the Co-Facilitator’s branding will be provided in PDF format.
		3.2.7	Distribution of the voucher is the Co-Facilitator’s responsibility.

4.	Process:
	4.1	The Co-Facilitator selects dates for V_CPDs from pre-determined options via the online booking form (additional dates for Corporate Members will be circulated once available).
	4.2	The PTCMA will send an online V_CPD Action Form to the co-facilitator as acceptance of the V_CPD.
	4.3	Should there be concerns about the topic, this will be raised before continuing with the process.
	4.4	CPD points will be applied for by the PTCMA prior to the meeting through the South African Medical Association (SAMA).
	4.5	The PTCMA will circulate the event details through the monthly PTCMA events update, and invitations will be distributed by email to all Full Registrants on the Portal, except those who have opted out from specific communications.
	4.6	The PTCMA will monitor registrations and approve only individuals as per the PTCMA requirements.
	4.7	The PTCMA will connect with the Presenter regarding preparation for the meeting and set up a test should it be necessary.
	4.8	The V_CPD event shall be facilitated by the PTCMA, and the Co-Facilitator will be acknowledged during the presentation.
	4.9	The co-facilitator will receive an attendance register after the event listing the names, companies and occupations of the attendees, but not contact details.
	4.10	The PTCMA will generate CPD certificates for the attendees, and share the attendance register with the HPCSA as per its requirements for the generation of CPD point allocations.

5.	Meeting Programme:
	5.1	Presenter to login to the meeting at least 20 minutes prior to scheduled start of meeting to test sound and presentation.
	5.2	Participants will be admitted to the meeting 5 minutes prior to start.
	5.3	The PTCMA technical representative will do a sound check and state the technical arrangements for the meeting 2 minutes prior to scheduled start.
	5.4	The presenter will be introduced at the scheduled start of the meeting by the PTCMA chairperson or, if requested and agreed upon, a representative from the Co-Facilitator.
	5.5	The presentation should be at least 50 minutes to comply with the CPD requirements and to allow for questions at the end of the meeting.
	5.6	The meeting will be closed at not later than 60 minutes after the start.

6.	Timelines:
	6.1	Dates will be circulated upon renewal for the following membership period with the link to the online booking form.
	6.2	The link to the V_CPD Online Action Form will be sent fourteen (14) weeks prior to the event date.
	6.3	The V_CPD Online Action Form and signed Sponsorship Agreement is to be submitted to the PTCMA at least ten (10) weeks prior to the event date.
	6.4	The V_CPD invitation to be circulated by the PTCMA within four (4) weeks prior to event date.
	6.5	The presentation slide deck and/or other visual aids should be shared via email with the PTCMA at least five (5) days prior to the event date for compliance review.
	6.6	An email reminder/ SMS to be sent by the PTCMA one (1) day before event date.
	6.7	Attendance register and recording will be sent to the co-facilitator within two (2) workdays after the event.
	6.8	Attendance will be recorded on the PTCMA Portal within seven (7) days of the event. CPD certificates are generated automatically upon confirmation of attendance.
	6.9	Attendance lists will be sent to the HPCSA for CPD point upload at the end of each month.

7.	Security:
	7.1	The PTCMA makes use of the paid service from Zoom with advanced security features (click here for more information).
	7.2	The PTCMA enforces encryption by default and make sure it is end-to-end if possible.
	7.3	All delegates need to register for the meetings and are manually approved by the PTCMA host before receiving a link to join the meeting.
	7.4	The link to join is set so that each registrant can only log in using one device – so links cannot be shared.
	7.5	All meetings are password protected.
	7.6	Access will not be granted to “dial-in” participants.
	7.7	The PTCMA monitors the file and screen-sharing capabilities to ensure no sensitive information is disclosed or used to spread malicious programs.
	7.8	For those participants concerned about security, the option to join from the browser is enabled.

8.	Fees:
	8.1	Facilitation fee per one-hour session: *R10 900.00 (excl. VAT) - R30 900 (excl. VAT) for non-members.*
	8.2	Option to extend the session duration: R2 560.00 (excl. VAT) per additional ½ hour.
	8.3	Option to record the V_CPD, approval will be required from the presenter: R3 520.00 (excl. VAT) per hour. Cost for Corporate Members - view Membership page for other Membership prices.
	8.4	Option for invitation design for guests: R1 650.00 (excl. VAT).

9.	Cancellation policy:
In order to protect the income and reputation of the PTCMA against untimely cancellations, this Cancellation Policy applies to all sponsored PTCMA Continuing Professional Development events:
	9.1	The Sponsor will be liable for the following fees upon cancellation or postponement of a PTCMA Continuing Professional Development event:
		9.1.1	If an event is postponed or cancelled within two (2) business days or less prior to the scheduled event, the full facilitation fee will be charged as a cancellation fee, to cover the loss of income and administration involved in informing the registered attendees;
		9.1.2	If an event is cancelled or postponed between six (6) weeks and two (2) business days prior to the scheduled date, 50% of the facilitation fee will be charged.
		9.1.3	If an event is postponed once, and a new date is scheduled within the same calendar year, no cancellation fees will apply, unless clause 9.1.1 applies;
		9.1.4	If an event is postponed once, and a new date is scheduled beyond the same calendar year, this will be considered a cancellation and the postponed date will constitute a new booking. In this circumstance, cancellation fees will be charged for the original booking as per clauses 9.1.1 or 9.1.2., whichever is applicable in the circumstance;
		9.1.5	If an event is postponed a second time, regardless of how long in advance, this will be considered a cancellation and the postponed date will be considered a new booking. In this circumstance, cancellation fees will be charged for the original booking as per clauses 9.1.1 or 9.1.2 above, whichever is applicable in the circumstance.
	9.2	The PTCMA reserves the right to use its discretion in the application of this Cancellation Policy in the event of extreme, unforeseen and uncontrollable circumstances, in which cancellation fees may be waived in part or in full.
		9.2.1	It should be categorically noted that no such discretion will apply in the event of incomplete standard internal processes or contracts by the Sponsor;
		9.2.2	The PTCMA respectfully requests that the Sponsor ensures that all its relevant internal processes are completed before the event invitation is distributed. Should this not be in place by a week before the scheduled event, the PTCMA reserves the right to postpone or cancel the event.

10.	Patient Advocacy Groups:
Inclusion of representatives from Patient Advocacy groups is allowed as per the following terms:
	10.1	An additional half hour needs to be added to the session. This is to ensure there is enough time for the clinical presentation, the report from the Patient Advocate and sufficient time for questions for both.
	10.2	The Co-Facilitator takes responsibility for communicating the nature of this platform to the Patient Advocate, that no product marketing is to take place, that no negative statements will be made against any Medical Aid or other company or doctor by name.
	10.3	Should the Patient Advocate wish to remain anonymous, his/her video will remain disabled and their screen name will simply state “Patient Advocate”.
	10.4	Should the meeting be recorded, it should be specified whether the Patient Advocate also gives permission for their section to be recorded. Otherwise, the recording will be ended after the Q&A with the presenter.

Signed by(Required)

Type signature

Signed by(Required)

Draw signature

Your Name
Your Name
Your Name

Signed at(Required)

City you are located in

For the Sponsor, i.e.
Who warrants that he/she is duly authorised hereto
Name and Surname:
Designation:

sig

Signed at Pretoria on 21/09/2026
For the PTCMA
who warrants that she is duly authorised hereto
Name and Surname: Janine Janse van Rensburg
Designation: Operations Manager

Scheduled Events

Please note that dates, topics and presenters are subject to change.

Sep 23

08:30 - 10:00

Virtual CPD – 23 September 2026

Sep 29

08:30 - 10:00

Morning Virtual CPD – 29 September 2026

Oct 2

08:30 - 10:00

Virtual CPD – 02 October 2026

View Calendar

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Continuing Professional Development (CPD) Action Form

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