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