This workshop gives retirement fund trustees and principal officers an overview of the investment management fees and costs in retirement funds. Topics include methods of calculating fees, governance requirement of PF130 relating to fees, impact of different fee types for the fund, communicating fees and costs to fund members.

The ASISA Academy, in partnership with the ASISA Foundation, delivers this CPD points-bearing workshop online via MS Teams on a fully-funded basis to South African Trustees and Principal Officers. To non-trustees who wish to attend these workshops, a fee of R2,125 Excl. VAT will be charged.

To download our detailed Trustee Education brochure click here