Trustee Training 5 – Regulation 28: Investment limitation and reporting

1.5 CPD

R146.60

In this module we will introduce the key role players to a fund, key regulation that impacts on funds and duties of Trustees in specific areas with a particular focus on the limitations and reporting requirements in relation to investments as per Regulation 28 of the Pension Funds Act. This course is particularly suited for advisors who deal with employee benefits and retirement fund arrangements as well as Trustees who wish to gain a greater understanding of their duties and obligations.

Description

Focus Area:

  • Understand the role players, retirement fund regulation and duties of Boards of Management (Trustees and the Principal Officer) as per the Pension Funds Act
  • Understand investment limitations and reporting requirements as per Regulation 28 of the Pension Funds Act

Who should register?

Financial advisors

CPD information

1.5