Beneficiary Funds & Trustees Duties - Principal Officers Association

More documents

Recommendations

Info

TitleBCom University of the Witwatersrand Certified Financial Planning (CFP)Advanced Diploma in Financial Planning (University of the Orange Free State)Chairperson of the Financial Planning Institute’s Employee Benefits CommitteeMember of the FIA EXCOSits on the editorial board of the “Financial Planner”Jennifer is the MD of the Retirement Fund Division and has a wealth of employee benefitexperience and serves on several of the Industry Boards where she is able to give inputto the various authorities regarding policy issues.
What went wrong iro the Living Hands debacle?• Gaps inlegislation• Governed bythe Master ofthe High Courtiro TrustPropertyControl Act• No regulatorybody• Littlesupervision
Page 1: Title- Now more than ever -Benefici
Page 5 and 6: More protection for BeneficiariesNe
Page 7 and 8: What is a Trustees role iro Benefic
Page 9 and 10: When do we pay monies into a Benefi
Page 11 and 12: When do we pay monies into a Benefi
Page 13 and 14: Trustees duties - selecting a Benef
Page 15 and 16: Service provider policy - governanc
Page 17 and 18: Review• Trustees toinvestigatesou
Page 19: Any Questions?

Beneficiary Funds & Trustees Duties - Principal Officers Association

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?