Trustee and Fiduciary Services
The trustee and fiduciary department monitors all changes in the employee benefits industry and formulates advice for our clients. The services we offer are independent of any service provider.
Trustee Services:
Attendance of trustee meetings and ad hoc meetings as required
Drafting, collation and distribution of official agenda packs
Taking and distribution of minutes
Execution and monitoring of all actions arising from meetings
Maintenance of trustee records and minute books
Resolution drafting
Trustee training
Technical advice

Fiduciary Services:
Addressing legal & technical matters for funds
Interpretation of legal opinions
Drafting of rules and rule amendments
Handling of Adjudicator complaints for funds
Section 37C death claim investigations and preparation of recommendations for trustees

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[email protected]
021 943 5300

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