Group Risk Insurance Cover

Group Risk Insurance Cover

PRODUCTS

PRODUCTS

Trustee Services

The following points on Trustee services are not all-encompassing but merely outline the basic functions, but we do both Principal Officer Trustee duties :

  • Fiduciary duties to the fund and the beneficiaries;
  • To act independently
  • Accountable for the governance of the fund.
  • Ensure that the benefits promised in terms of the rules are actually delivered
  • As Principal Officer on Funds to ensure the compliance function, to the risk management responsibilities of the trustees.
  • To ensure that sub-committees fulfil their responsibilities
  • Liaison between different parties and ensure communication to members and service providers.
  • Section 37C distributions of death benefits
  • Remove conflicts of interest
  • Undertake reviews in accordance with our Service Level Agreements
  • Ensure regulatory frameworks are in place

EMPLOYEE BENEFITS AND CONTRIBUTIONS

We believe that the number one priority in Pension Fund Management is the employee benefits and contributions process of investment policy setting-thus attaining the best net asset allocation.

We have as a result of this gone into partnership with ACSIS South Africa who specifically gears their business towards Implemented Goal Setting.

We have access to 6 administrators (excluding Insurers) to ensure the best possible rates and service.