Trustee Training Fundamentals | 3 | Retirement Fund Rules

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 the role, purpose and content of rules of a retirement fund including regulation that impacts on their content and structure. 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 fund’s rules.

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 the role, purpose and content of the rules of a retirement fund

Who should register?

Financial advisors, Para-planners, Business owners

CPD information

1.5

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