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 2024

Communication Policy 2024

DATA PROTECTION

Promotion of Access to Information Manual

PAIA Guide 2021 – All 11 Official Languages

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