PF CIRCULARS
PF CIRCULARS |
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PF CIRCULAR 133 - DERIVATIVE INSTRUMENTS: INVESTMENT IN AND DISCLOSURE THEREOF - Kindly forward any comment on the abovementioned document to Alta Marais (altam@fsb.co.za) |
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PF CIRCULAR 132 - WITHDRAWAL OF PENSION FUND CIRCULARS |
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PF CIRCULAR 131 - WITHDRAWAL OF PENSION FUND CIRCULARS |
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CIRCULAR 130 - GOOD GOVERNANCE OF RETIREMENT FUNDS |
| Annexure A to PF 130 - Guide to a Code of Conduct, declarations [PDF version] + WORD Version | |
| Annexure B to PF 130 - Guide to an IPS/ Investment Policy Statement [PDF version] | |
| Annexure C to PF 130 - Guide to Performance Appraisals [PDF version] + WORD version | |
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PF CIRCULAR 129 - PROCEEDS OF THE INVESTIGATION INTO SECRET PROFITS MADE BY A SERVICE PROVIDER OF A FUND |
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SECRET PROFITS BY PENSION FUND ADMINISTRATORS |
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CIRCULAR PF NO. 127 - SURPLUS SUBMISSIONS IN THE CASE OF: FULL SECTION 14 TRANSFERS, UNCLAIMED BENEFIT FUNDS AND FUNDS WITHOUT A PROPERLY CONSTITUTED BOARD OF MANAGEMENT |
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CIRCULAR PF NO. 126 - RULES IN RESPECT OF UNCLAIMED BENEFITS, FUNDS CONSISTING EXCLUSIVELY OF UNCLAIMED BENEFITS, FUNDS WITHOUT A PROPERLY CONSTITUTED BOARD OF MANAGEMENT ,FUNDS WITH REMAINING ASSETS AND WITHOUT AN ASSOCIATED LIABILITY AFTER A SURPLUS APPORTIONMENT SCHEME OR NIL SCHEME |
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Annexure A - Annual Financial Statements |
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Manual electronic submissions Magic |
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PF CIRCULAR 119 - CIRCULAR NOT ISSUED |
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PF CIRCULAR 117 - VALUATION AT THE SURPLUS APPORTIONMENT DATE TO DETERMINE THE AMOUNT TO BE APPORTIONED BETWEEN STAKEHOLDERS, THE ESTABLISHMENT OF CONTINGENCY RESERVE ACCOUNTS AND CHANGES OF METHOD OR ASSUMPTIONS |
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PF CIRCULAR 110 - PENSION FUNDS ACT, 1956, SECTION 13A, REGULATION 33 AND NOTICES BY THE MINISTER AND THE REGISTRAR |
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PF CIRCULAR 109 - APPLICATIONS FOR RULE AMENDMENTS AND TRANSFERS RECEIVED BEFORE THE PENSION FUNDS SECOND AMENDMENT ACT, 39 OF 2001, CAME INTO OPERATION |
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PF CIRCULAR 108 - PENSION FUNDS AMENDMENT ACT, 1997 (ACT 94 OF 1997), REGULATIONS AND NOTICES BY THE MINISTER AND THE REGISTRAR |
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PF CIRCULAR 107 - ACCOUNTING FOR INVESTMENT IN THE RECORDS AND THE FINANCIAL RETURNS |
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PF CIRCULAR 106 - PERSONAL ACCOUNT TRADING: FSB POSITION PAPER AND GUIDELINES |
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PF CIRCULAR 105 - RULE CHANGES ENABLING THE REPATRIATION OF SURPLUS ASSETS IN PENSION FUNDS TO PARTICIPATING EMPLOYER |
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PF CIRCULAR 103 - PENSION FUNDS ACT, 1956 ("THE ACT"): AMENDMENTS TO LEGISLATION DEALING WITH INVESTMENTS OUTSIDE THE REPUBLIC |
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PF CIRCULAR 99 - REPATRIATION OF SURPLUS TO PARTICIPATING EMPLOYERS REPATRIATION OF SURPLUS TO PARTICIPATING EMPLOYERS |
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PF CIRCULAR 98 - GENERAL GUIDELINES ON BOARDS OF PENSION FUNDS AND THEIR OBJECTS AND DUTIES |
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PF CIRCULAR 96 - BOARDS OF MANAGEMENT |
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PF CIRCULAR 95 - CENTRAL SECURITY DEPOSITORIES |
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PF CIRCULAR 93 FINAL - PENSION FUNDS ACT, 1956: SECTION 5(3) AND 5(4) OF THE ACT: APPROVAL OF NOMINEE COMPANIES AND PERMISSION FOR ASSETS TO BE KEPT IN THE NAME OF SUCH NOMINEE COMPANIES ON BEHALF OF PENSION FUND (POLICY FILE 12/5/1/7/1) |
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PF CIRCULAR 92 - PENSION FUNDS ACT, 1956: HOUSING LOAN ADMINISTRATION |
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PF CIRCULAR 90 - MINIMUM INFORMATION TO BE DISCLOSED TO PENSIONERS, DEFERRED PENSIONERS AND DEPENDANTS OF DECEASED MEMBERS |
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PF CIRCULAR 89 - REGULATION OF RETIREMENT FUND ADMINISTRATORS |
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PF CIRCULAR 88 - PARTICIPATION BY SOUTH AFRICAN INSTITUTIONS IN THE SOUTH AFRICAN GOVERNMENT'S NEXT INTERNATIONAL BOND ISSUE |
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PF CIRCULAR 87 - REGULATION OF RETIREMENT FUND ADMINISTRATORS |
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PF CIRCULAR 86 - DISCLOSURE REQUIREMENTS TO BE OBSERVED BY FUNDS |
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PF CIRCULAR 84 - INVESTMENT IN UNIT TRUST SCHEMES |
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PF CIRCULAR 83 - COMING INTO OPERATION OF CERTAIN SECTIONS OF ACT 83 OF 1992 AND ACT NO 104 OF 1993 AND PROMULGATION OF THE REGULATIONS |
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PF CIRCULAR 82 - TO ALL PRIVATELY ADMINISTERED PENSION FUNDS AND INSURERS WHO UNDERWRITE PENSION FUNDS |
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PF CIRCULAR 81 - RULE AMENDMENTS IN TERMS OF SECTION 12(2) AND CONSOLIDATED RULES IN TERMS OF SECTION 12(5) OF THE PENSION FUNDS ACT, 1956 |
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PF CIRCULAR 80 - PENSION FUNDS ACT, 1956: AMENDMENT OF REGULATIONS 28 AND 30 |
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PF CIRCULAR 79 - TO ALL SELF-ADMINISTERED PENSION FUNDS AND INSURERS WHO UNDERWRITE PENSION FUNDS |
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PF CIRCULAR 76 - TO ALL INSURANCE WHO UNDERWRITE PENSION FUNDS VALUATION IN TERMS OF THE PENSION FUND ACT NO 24 OF 1956 |
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PF CIRCULAR 75 - PENSION FUND ACT, 1956: AMENDMENT OF REGULATION 28 UNDER THE ACT |
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PF CIRCULAR 72 - PENSION FUNDS ACT, 1956: REPORT BY THE VALUATOR IN RESPECT OF THE INVESTMENT OF THE ASSETS OF UNDERWRITTEN PENSION FUNDS |
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PF CIRCULAR 71 - PENSION FUNDS ACT, 1956: REPORT BY THE VALUATOR IN RESPECT OF THE INVESTMENT GUIDELINES IN TERMS OF REGULATION 28 |
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PF CIRCULAR 70 - PENSION FUNDS ACT, 1956: COMPLIANCE WITH REGULATION 28 |
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PF CIRCULAR 69 - FINANCIAL INSTITUTION AMENDMENT ACT, 1989 (ACT 53 OF 1989) |
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PF CIRCULAR 67 - VALUATIONS IN TERMS OF THE PENSION FUNDS ACT, 1956 |
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PF CIRCULAR 66 - SECTION 18 OF THE PENSION FUNDS ACT, 1956: FUND NOT IN A SOUND FINANCIAL CONDITION |
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PF CIRCULAR 64 - FINANCIAL INSTITUTIONS AMENDMENT ACT, NO 50 OF 1986 |
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PF CIRCULAR 61 - FINANCIAL INSTITUTIONS AMENDMENT ACT, NO 86 OF 1984 |
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PF CIRCULAR 53 - FIDELITY GUARANTEE INSURANCE |
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PF CIRCULAR 21 - BORROWING BY PENSION FUNDS |
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PF CIRCULAR 8 - JUDGMENT RE FIDELITY COVER |
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PF CIRCULAR 5 - FIDELITY GUARANTEE INSURANCE |
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PF CIRCULAR 3 - FIDELITY GUARANTEE INSURANCE |