- Understand how to apply section 37 C in a pension fund and implement processes to ensure that all legal requirements can be met and that evidence and records are easily available
- Define the responsibilities of the pension fund and the trustees in allocating a section 37 C payment
- Understand the taxation of a section 37 C application.
Who should register?
Retirement fund trustees, employee benefit advisors, financial planners, financial advisors, para-planners, business owners
3 CPD points on completion of the course and successful pass of final assessment.
The course is accredited by the FPI and thus qualifies as a verifiable CPD activity towards the accumulation of CPD hours as required by the FSCA.