To retirement fund administrators
We offer retirement fund administrators:
- Consulting services, including information and education around beneficiary funds and umbrella trusts.
- Accreditation for marketing beneficiary funds and umbrella trusts.
- Training and advice in death benefits distribution, including taxation aspects.
- Access to tools to assess guardian competency to manage funds on behalf of minors
- Tracing. We have an in-house tracing department. A dedicated team of people go the extra mile to trace beneficiaries, with a high rate of success.
- Regular newsletters with industry, legal and tax updates.
-
Reporting. We provide you with what you need to report back to your client.
