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Diversified Funds
http://diversifiedfunds.co.za/investinfo.html
The Trustees, in consultation with Global Asset Managers and Financial Services, implemented an investment strategy involving various collective investment scheme arrangements which have been selected with the aim of achieving an optimum return, taking into account associated risks Assets are regularly monitored and, if prudent, changes are implemented accordingly.
G.A.M. Funds
http://gamfunds.co.za/thefunds.html
The GAM arrangement comprises the following funds, which are contributory umbrella funds:. GAM Umbrella Pension Fund. Established on 1st May 2000 (Registration no. 12/8/36494). GAM Umbrella Retirement Fund. Established on 1st December 1999 (Registration no. 12/8/36263). This fund was closed on 30 September 2014 and merged with the Diversified Umbrella Retirement Fund.
Diversified Funds
http://diversifiedfunds.co.za/serviceproviders.html
The Funds are required to have various service providers whose qualifications must be acceptable to the Financial Services Board. The following is a list of those providers:. Telephone – 086 695 1768. Telephone – 011 453 5019. Ray Welham, FIA, Sellems Actuaries and Statisticians (Pty) Ltd. Telephone – 011 656 5381. Global Asset Managers and Financial Services. Capital Alliance (part of the Liberty Group) and Sanlam. Office A3, Willow Crest Office Estate,. 655 van Hoof Street,. Telephone 011 958 0511.
G.A.M. Funds
http://gamfunds.co.za/investinfo.html
The Trustees, in consultation with Global Asset Management and Financial Services, implemented an investment strategy involving various collective investment scheme arrangements which have been selected with the aim of achieving an optimum return, taking into account associated risks. Assets are regularly monitored and, if prudent, changes are implemented accordingly. Adv Johan Botha PBL CFP. Director. Global Asset Management and Financial Services (Pty) Ltd. Tel: (012) 665 2123 (Office).
Diversified Funds
http://diversifiedfunds.co.za/furtherinformation.html
For those wishing to understand more about each of the Funds and the facilities on offer the following can be found on this website:. The current R egistered General Rules. Together with any registered amendments;. A specimen of the Special Rules. Prepared for each employer participating in either the main Pension or Provident Fund;. An example of the Explanatory Leaflet. Issued to members;. The latest Audited Financial Statements. Submitted to the Financial Services Board;. Do not skip any of these steps.
G.A.M. Funds
http://gamfunds.co.za/furtherinformation.html
GAM Umbrella Pension Fund Financial Statements. GAM Umbrella Retirement Fund Financial Statements. GAM Preservation Provident Fund Financial Statements. Most complaints being received are from members who have not been fully informed of the situation, either by their employers or by their employer consultant. Often this is because these employers or consultants are themselves not fully informed of the situation. We hope that this website clarifies some of the issues for you. Do not skip any of these steps.
G.A.M. Funds
http://gamfunds.co.za/forms.html
Gam Funds New Member Application Form. Gam Funds Beneficiary Nomination Form. Gam Pension Fund Withdrawal Form. Gam Preservation Provident Fund Withdrawal Form. Gam Retirement Fund Withdrawal Form. Gam Death Claim Form.
Diversified Funds
http://diversifiedfunds.co.za/thefunds.html
The Diversified arrangements comprise the following funds, which are contributory umbrella funds:. Diversified Umbrella Pension Fund. Ndash; established 1st August 2000 (Registration no. 12/8/37904). Diversified Umbrella Retirement Fund. From the communication that was sent to all participating employers and members during September 2014. The objective of each umbrella fund is to provide benefits on retirement with the following to note:. In total the Funds have in excess of 4 participating employers and...
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