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Independent Trustee Services (Pty) Ltd

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Tel: 082 899 2744
Fax: 086 613 3809
29 Cecil Knights Street
PO Box 131
Eastern Cape, Free State, Gauteng, KwaZulu-Natal, Mpumalanga, North-West, Northern Cape, Northern Province, Western Cape.

Independent Trustee Services (Pty) Ltd recognises that acting as principal officer on a retirement fund is a professional position and needs to be managed by professional people with the necessary skills and know how.

Many smaller retirement funds can not afford the services of a full time principal officer. Independent Trustee Services has access to a number of professional principal officers and can assist these funds, in appointing a part time professional principal officer.

Independent Trustee Services can also provide NQF aligned training to Boards of Trustees, empowering them by providing them with the skills and know-how to analyse proposals and make decisions, to the benefit of the members of their funds.

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Icon Principal Officers and the recently published PF 130
12 Jul 07 | Read More »
The Financial Services Board's recently published circular PF 130 sets out the guidelines for Corporate Governance for Pension Funds. How does this impact on the Principal Officer of funds? In a recently posted paper, Henry Dul takes a look at this and other ...
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Agent’s Account:

A statement of the month’s business showing, for each policy transaction, the policy number, the insured’s name, the premium or return premium in the appropriate column, commission, policy fee, and other financial information including the balance due to the company or to the agent.
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