Services

Retirement Fund Administration

Comprehensive retirement fund administration services.

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Beneficiary Fund Administration

Trusts established and administered on behalf of children.

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Legal, Compliance & Secretarial

Various services including registration of new funds with FSP & SARS.

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Financial Accounting

Including reconciliations, revenue accounts & audits.

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Investment Monitoring And Reporting

Assisting with the formation and drafting of investment strategies.

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Investment Administration

Including compilation of investment reports and quarterly reports for the Reserve Bank.

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Member Communication

Effective communication with members and development of communication strategy.

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Property Management

Full range of services from identifying investment opportunities to property management.

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Risk Management (Brokerage)

Services provided include risk benefit consulting, spouse cover, funeral benefits plus asses & business risk management.

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Trustee Training

Trustee orientation and training covering fund rules, Pension Funds Act, investment, legislation and governance topics.

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