gamfunds.co.za

diversifiedfunds.co.za

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.

diversifiedfunds.co.za

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.

diversifiedfunds.co.za

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.

diversifiedfunds.co.za

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...

selfassurancefunds.co.za

SABA Funds

http://www.selfassurancefunds.co.za/furtherinformation.html

The Self Assurance Funds are in the process of deregistration. For further information please contact Brefco. 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 Registered General Rules together with any registered amendments. Click to download Self Assurance Pension Fund FSB Registration Certificate. Click to download Self Assurance Pension Fund Registered General Rules (2003). Click to download Self Assurance...

diversifiedfunds.co.za

Diversified Funds

http://diversifiedfunds.co.za/forms.html

Diversified Funds New Member Application Form. Diversified Funds Beneficiary Nomination Form. Diversified Pension Withdrawal Form. Diversified Provident Withdrawal Form. Diversified Death Claim Form.

diversifiedfunds.co.za

Diversified Funds

http://diversifiedfunds.co.za/management.html

Management of the Funds. Each Fund is managed by a Board of independent Trustees in accordance with the provisions of the Pension Funds Act and the rules of the Funds. The Trustees are common to each Fund. The following are brief details of each Trustee. Nick has had extensive administrative experience with pension and provident funds both in the UK and in South Africa. He was appointed to the Board on 01/08/2010 . Pieter has 26 years' experience in the employee benefits and financial services industries...