FUNDSATWORK UMBRELLA PROVIDENT FUND: UNIVERSITY OF PRETORIA

1. Constitution
  1. Oversight Committee listing

 

2. FAIS disclosures
  1. Representative – Zeenat Badsha
  2. Representative – Petrus Theron
  3. Contact disclosure for Seshego Benefit Consulting and Seshego Consulting
3. Statutory appointments and service providers for the Umbrella Fund
  1. Service provider listing for FundsAtWork Umbrella Provident Fund
  2. Trustees for the FundsAtWork Umbrella Provident Fund

 

4. Minutes

2019

  1. 16 August 2019
  2. 13 September 2019
  3. 21 October 2019 (Approved but not signed)

2020

  1. 10 February 2020 (Approved with confirmation email)
  2. 11 May 2020 (Approved with confirmation email)
  3. 26 August 2020 (Approved with confirmation email)
  4. 9 November 2020

2021

  1. 19 February 2021
  2. 21 May 2021
  3. 18 August 2021
  4. 10 November 2021

2022

  1. 14 March 2022
  2. 26 May 2022
5. Rules and Insurance

Fund rules and Rule Amendments

  1. FundsAtWork Umbrella Provident Fund: CONSOLIDATED GENERAL RULES (incorporating Am 1 to Am 8 into 2019 RR)
  2. Special Rules

Insurance policies

  1. Death Benefit Policy
  2. Death Benefit Schedule
  3. Family Protector Benefit Policy
  4. Funeral Benefit Policy
  5. Disability Benefit Policy
6. Governance documents
  1. Mandate for the Oversight Committee
  2. FundsAtWork (Main Fund)
    1. Annual Financial Statements as at 30 June 2020
    2. Annual Financial Statements as at 30 June 2019
    3. Valuation Report as at 30 June 2019
7. Agreements

Seshego Benefit Consulting (SBC)

  1. Agreement between University of Pretoria and SBC effective 1 February 2020
  2. Agreement between SBC and FAW: University of Pretoria Addendum 1 (POPIA)
  3. Agreement between SBC and FAW: University of Pretoria Addendum 2
  4. Agreement between SBC and FAW: University of Pretoria Addendum 3

Momentum

FAW Umbrella Funds Turnaround times

Administrator

FAW Umbrella Funds SLA Extract – December 2016

8. Investments returns
9. Agenda

2022 Oversight Committee meetings

2021 Oversight Committee meetings

  1. 19 February 2021
  2. Momentum presentation provided on 19 February 2021
  3. 18 August 2021
  4. 10 November 2021

2020 Oversight Committee meetings

  1. 9 November 2020 
  2. 26 August 2020
  3. 11 May 2020
  4. Momentum presentation for the meeting held on 11 May 2020

 

10. Momentum Presentation on portfolio construction
11. Recordings
  1. Rules training – 28 January 2021
12. Year Plan

 

13. Industry Developments

Seshego Insights