Trustee Training Fundamentals | 2 | PF130_Governance

2.0 CPD

R195.48

In this module we will introduce the key role players to a fund, key regulation that impacts on funds and focus on governance duties of the Board of Management as per Pension Fund Circular 130. 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 governance 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 governance duties as per Pension Fund (PF) Circular 130

Who should register?

Financial advisors, Para-planners, Business owners

CPD information

2.0