Legal, Compliance & Secretarial

LEGAL, COMPLIANCE AND SECRETARIAL

  • Registration of new Funds with the Financial Services Conduct Authority  (FSB) and SARS.
  • Drafting of Fund Rules and Amendments.
  • Monitoring Legal Compliance.
  • Coordinating of Trustee Meetings.
  • Preparing Agendas and Minutes.
  • Implementing Trustee’s Resolutions.
  • Liaise with FSB and Adjudicators Office.
  • Stated Benefits (24-hour Accident Cover).
  • Professional Indemnity and Fidelity Guarantee.