Trustee Training Fundamentals | 1 | Duties of the Trustee Board

2.0 CPD


In this course, we will introduce the fundamental principles that apply to the obligations and duties of Trustees in specific areas. Note that a number of modules in relation to different aspects of retirement funds and the duties of the Trustees are available. These modules deal with the various topics in greater detail, e.g. governance requirements, whistleblowing and annual financial statements.

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.


Focus Area

Understand the role players in the retirement fund environment, key legislation impacting on retirement funds and the duties of Boards of Management (Trustees and the Principal Officer) as per the Pension Funds Act

Who should register?

financial advisors, para-planners, business owners

CPD information