TRUSTEE AND MEMBER EDUCATION SERVICES
Investment Consulting and Trustee Services (ICTS) are industry leaders in trustee and member education. We have over 23 years’ experience in educating trustees and members of retirement funds on the legal, technical and investment issues surrounding their specific funds. We provide both generic open courses for trustees as well as fund-specific tailored courses taking care of both initial introductory courses for trustees as well as ongoing more advanced courses. This ensures that trustees not only continually meet the minimum compliance requirements set out in PF 130 but more importantly, feel empowered and confident to make a meaningful contribution in their trustee meetings.
SPECIALIST COMMUNICATION SERVICES
In accordance with the Financial Services Boards Practice Note PF130, all funds are required to compile and implement a communication strategy. Trustees are responsible for providing members with communication that is “appropriate”, “cost- effective” and in accordance with TCF (Treating Customers Fairly) principles which “allows all parties to understand the information and to make informed decisions...."
ICTS LEGAL SERVICES
This is our most recent addition of services that we provide and offers legal services to retirement funds, administrators, life offices and consultants.
We cover the following main areas:
Rule submissions and management
Policies and mandates
For a quote on any of the above services, contact David Weil on firstname.lastname@example.org or 011 656 1160
ICTS TRACING SERVICES
ICTS Tracing Services is a focused tracing provider to the retirement fund industry. We provide a range of unique services relating to the tracing of former members and beneficiaries of retirement funds. ICTS Tracing Services has a separate website and you can click the link below to for further information.
DEATH BENEFIT CONSULTING
ICTS provides a unique outsourced solution to trustees in the provision of death benefit distribution in terms of Section 37C of the Pension Funds Act.
INDEPENDENT TRUSTEE SERVICES
The role of an independent trustee is an important aspect amongst the larger standalone and a requirement for umbrella retirement funds. ICTS have a number of independent professionals that can provide such a service.