Fund Documents
Empowerment through Preparation.
FUND DOCUMENTS
In our commitment to transparency and accessibility, we’ve created this dedicated space where you can effortlessly access the essential fund documents. Here, you’ll find financial statements, reports, policies, beneficiary forms, and more – all conveniently organised.
As a member, our goal is to provide you with the information you need to make informed decisions and navigate your financial journey with confidence. Dive in and explore the wealth of knowledge we’ve made readily available for you.
TRUSTEE REPORT & NOMINATION FORMS
Annual Trustees’ Report 2024
Report Date: December 2024
Nomination of beneficiary form (English)
Nomination of beneficiary form (Afrikaans)
Nomination of beneficiary form (isiZulu)
Nomination of beneficiary form (isiXhosa)
Nomination of beneficiary form (Sesotho)
FUND RULES
RULES
Rule Amendment No.1
Rule Amendment No.2
Rule Amendment No.3
Rule Amendment No.4
Rule Amendment No.5
RULE AMENDMENT NO.6
Rule Amendment No.7
POLICIES
Complaints Policy 2025
Communication Policy 2025
DATA PROTECTION