Fairheads Umbrella Beneficiary Fund or Trust

At Fairheads we have developed two funds, Fairheads Umbrella Beneficiary Fund and The Fairheads Umbrella Trust*), to manage monies on behalf of minor dependants of deceased retirement fund members. Both these funds allow educational, medical and welfare benefits to be distributed to dependants in a tax-effective manner.

With our emphasis on flexibility and a tailored approach to income requirements and capital needs, it is no wonder that these two funds have drawn a membership of more than 25 000 since their inception. Furthermore,  Fairheads Umbrella Beneficiary Fund is one of only two beneficiary funds with more than R1 billion in assets under management.

View or download a brief guide to the Fairheads Umbrella Beneficiary Fund

(*) The information that follows applies to the beneficiary fund which accepts approved benefits and employment-related unapproved benefits, but please note that non-employment unapproved benefits will be administered in the trust, which is run on the same principles as the beneficiary fund.

Fairheads Umbrella Beneficiary Fund

Fairheads Umbrella Beneficiary Fund is the flagship product of Fairheads Benefit Services, Southern Africa’s leading independent service provider for beneficiary funds and umbrella trusts.

The Fund was the first beneficiary fund to be registered in South Africa and with over R1 billion in assets under administration, it is a beneficiary fund favoured by clients for:

  • member-centric service
  • benefits of scale
  • bespoke technology
  • experienced trusteeship
  • strong governance
  • effective member communication
  • belief in our value statement:

We act respectfully, doing the right thing for the right reason to ensure our clients are safe with us.

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