Governance Workshops

Trustee Governance & Ethics

This workshop gives retirement fund trustees and principal officers an overview of trustee governance and ethical conduct. Topics include the purposes of different retirement fund products, roles and responsibilities of trustees and potential conflicts of interest...

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Annual Financial Statement Analysis

This workshop provides retirement fund trustees and principal officers with an overview of the purpose, content and use of annual financial statements, as well as a high-level analysis of a retirement fund’s recent financial statements....

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Fund Policies and Risk Management

This workshop gives retirement fund trustees and principal officers an overview of strategic guidelines and frameworks governing the operation of financial funds....

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Role and Duties of a Chairperson

The purpose of this course is to give South African Retirement Fund Trustees a fundamental understanding of the role and responsibilities of a Chairperson...

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