OC: Professional Principal Executive Officer (Retirement Fund Trustee)

The purpose of this qualification is to prepare a learner to operate as a Retirement Fund Trustee. Retirement Fund Trustees direct, control and oversee the operations of a retirement fund in terms of the applicable law, including common law and customary law, rules and the objectives of the Fund.

A qualified learner will be able to:

•  Contribute to the governance of the functions of the Board of Trustees (the Board).
• Oversee the operations of the Fund.
• Oversee the investment activities of the Fund.
• Monitor the performance of the service providers on a regular basis and take appropriate corrective action when necessary.