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Tasks for this Module

Glossary of Terms

Analyse the Current Retirement Provisions

Types of Pension Funds

Registration of a Pension Fund

Governance of Registered Funds

Regulation of Pension Funds

Dissolution of Funds

Know and Understand the Income Tax Structures

Implication of Income Tax Structures

Know and Understand the Long-Term Insurance Act

Have an Understanding of Investments

Issues for Insurers and Retirement Fund Trustees

Know and Understand the FAIS Act

Records of Communication with the Client

Types of Products and Service Providers

Know and Understand the FICA Legislation

Labour Relations Act

Basic Understanding of Financial Statements

Accounting and Reporting

Determine the Client’s Needs and Limitations

Analyse the Clients’ Current Retirement Provision