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Page Title
Retirement Funds

Documents For Comments

Notices-Publication of drafts-Regulation 28 Quarterly Reporting - Notice regarding the Publication of draft Prudential Standard [-] of 2024 (RF) - Regulation 28 Quarterly Reporting Requirements for Pension Funds and Notice regarding the Publication of draft Determination of format and manner of Regulation 28 Quarterly Reports
Notice regarding the Publication of draft Prudential Standard [-] of 2022 (RF) – Requirements related to Regulatory Reporting and Audited Financial Statements for Pension Funds
Notice regarding the Publication of draft Prudential Standard [-] of 2022 (RF) – Regulation 28 Quarterly Reporting Requirements for Pension Funds
Notice regarding the Publication of the draft Exemption of funds from the conditions in Board Notice 75 of 2009, to qualify for exemption from Section 28 of the Pension Funds Act
Notice-Publication of draft Guidance Notice on the Application of section 14(7) of Pension Funds Act, 1956
Notices-Draft Conduct Standard-Conditions PF Benefit - Notice regarding the publication of draft Conduct Standard [-] of 2021 (RF) - Conditions prescribed in respect of Pension Fund Benefit Administrators
Notice regarding the publication of draft Determination of forms in respect of Pension Fund Benefit Administrators
Notice regarding the publication of draft Conduct Standard [-] of 2020 (RF) on Conditions for investment in Hedge Funds
Submissions on the draft Conduct Standard must be submitted in writing, using the submission template available on the FSCA’s website, on or before 27 November 2020 to the FSCA at FSCA.RFDStandards@fsca.co.za
Notice regarding the publication of draft Conduct Standard [-] of 2020 (RF) - Conditions for Securities Lending for Pension Funds
Submission on the draft Conduct Standard must, using the submission template available on the Authority’s website, be submitted in writing on or before 30 November 2020 to the Authority at FSCA.RFDStandards@fsca.co.za
Notice-Draft Conduct Standard-Conditions for investment in derivative instruments - Notice regarding the publication of draft Conduct Standard [-] of 2020 (RF) on Conditions for investment in derivative instruments for pension funds
Interested parties are invited to submit comments on the draft Conduct Standard by 31 July 2020 to FSCA.RFDStandards@fsca.co.za
Notice-Draft Conduct Standard-Communication_benefit projections - Notice regarding the publication of draft Conduct Standard [-] of 2020 (RF) on Communication of benefit projections to members of pension funds
Interested parties are invited to submit comments on the draft Conduct Standard by 31 July 2020 to FSCA.RFDStandards@fsca.co.za
Notice-Draft Conduct Standard-Conditions_Living Annuities - Notice regarding the publication of draft Conduct Standard [-] of 2020 (RF) on Conditions for Living Annuities in an Annuity Strategy
Submissions on the draft Conduct Standard must be submitted in writing, using the submission template availiable on the FSCA’s website, on or before 31 July 2020 to the FSCA at FSCA.RFDStandards@fsca.co.za
Notice-Draft Conduct Standard-Payment of pf contributions - Notice regarding the publication of Draft Conduct Standard [-] of 2020 (RF) on Requirements related to the payment of pension fund contributions
Interested parties are invited to submit comments on the draft Conduct Standard by 31 July 2020 to FSCA.RFDStandards@fsca.co.za
NOTICE-DRAFT INTERPRETATION RULING-APPLICATION OF S37C OF PFA - Notice regarding the publication of the draft Interpretation Ruling * of 2019 (PFA) -·Application of Section 37C of the Pension Funds Act
All interested persons are invited to make written submissions on the draft Interpretation Ruling, using the comments template available on the website, on or before 13 December 2019 at FSCA.RFDSection37C@fsca.co.za
NOTICE–DRAFT CONDUCT STANDARD–MINIMUM SKILLS AND TRAINING (PENSION FUNDS) - Notice regarding the publication of the Draft Conduct Standard * of 2019 (PFA)–Minimum skills and training requirements for board members of pension funds. Comments to be submitted to the Authority, using the comments template, on or before 04 July 2019 at MinimumSkillsandTraining@fsca.co.za
PENSION FUNDS ACT - NOTICE REGARDING THE PUBLICATION OF DRAFT CONDUCT OF STANDARD DETERMINING SMOOTH BONUS POLICIES IN DEFAULT INVESTMENT PORTFOLIOS - Comments to be submitted to Alta Marais (Alta.Marais@fsca.co.za) no later than 31January 2019
ANNEXURE A - DRAFT CONDITIONS FOR SMOOTH BONUS POLICIES TO FORM PART OF DEFAULT INVESTMENT PORTFOLIOS
ANNEXURE B - CRITERIA FOR SMOOTH BONUS PRODUCTS IN DEFAULT INVESTMENT PORTFOLIOS
ANNEXURE C - STATEMENT SUPPORTING THE DRAFT CONDUCT STANDARD ON THE CONDITIONS FOR SMOOTH BONUS POLICIES TO FORM PART OF DEFAULT INVESTMENT PORTFOLIOS
ANNEXURE D - COMMENTS TEMPLATE
PENSION FUNDS ACT - NOTICE REGARDING THE PUBLICATION OF DRAFT CONDUCT OF STANDARD FOR LIVING ANNUITIES IN A DEFAULT ANNUITY STRATEGY - Comments to be submitted to Alta Marais (Alta.Marais@fsca.co.za) no later than Monday 14 January 2019
ANNEXURE A -DRAFT CRITERIA FOR LIVING ANNUITIES IN A DEFAULT ANNUITY STRATEGY - Comments to be submitted to Alta Marais (Alta.Marais@fsca.co.za) no later than Monday 14 January 2019
ANNEXURE B -STATEMENT SUPPORTING THE DRAFT CONDUCT STANDARD ON THE CRITERIA FOR LIVING ANNUITIES IN A DEFAULT ANNUITY STRATEGY - Comments to be submitted to Alta Marais (Alta.Marais@fsca.co.za) no later than Monday 14 January 2019
ANNEXURE C - COMMENTS TEMPLATE - Comments to be submitted to Alta Marais (Alta.Marais@fsca.co.za) no later than Monday 14 January 2019
GENERAL EXEMPTION FROM THE REQUIREMENT THAT MEMBERS OF A FUND HAVE THE RIGHT TO ELECT MEMBERS OF THE BOARD OF A FUND IN TERMS OF SECTION 7B(1)(b) OF THE PENSION FUNDS ACT, 1956
Comments to be submitted to Alta Marais (Alta.Marais@fsca.co.za) no later than Monday 14 June 2018.
DRAFT DIRECTIVE NO. XXX: SUSTAINABILITY REPORTING AND DISCLOSURE REQUIREMENTS

Comments must be forwarded to Alta Marais (Alta.Marais@fsb.co.za) before or on 14 May 2018

DRAFT PF NOTICE NO. XXX: DEFAULT INVESTMENT PORTFOLIO – PRESCRIBED CONDITIONS FOR ELIGIBILITY OF SMOOTHED BONUS PRODUCTS.

Comments must be forwarded to Alta Marais (Alta.Marais@fsb.co.za) before or on 30 March 2018

DRAFT PF NOTICE NO. XXX: COMMUNICATION OF BENEFIT PROJECTIONS TO MEMBERS OF RETIREMENT FUNDS.

Comments must be forwarded to Giulia.Tognon@fsb.co.za before or on 16 March 2018

DRAFT DIRECTIVE NO. XX OF 2017: SECTION 14 – AMALGAMATIONS AND TRANSFERS - Appendices to Directive PF8 Final Draft for Consultation.

Comments must be forwarded to Alta.Marais@fsb.co.za before or on 16 February 2018.

DRAFT DIRECTIVE NO. XX OF 2017: Prohibition of Inducement and Acceptance of Gratification Section 7C – Object of Board

Comments must be forwarded to Alta.Marais@fsb.co.za before or on 11 December 2017.

DRAFT NOTICE NO. XX OF 2017: TREATING CUSTOMERS FAIRLY COMPLAINTS MANAGEMENT REQUIREMENTS FOR ADMINISTRATORS APPROVED IN TERMS OF SECTION 13B

Comments must be forwarded to Alta.Marais@fsb.co.za before or on 30 November 2017

DRAFT NOTICE NO. XX OF 2017: TREATING CUSTOMERS FAIRLY COMPLAINTS MANAGEMENT REQUIREMENTS FOR RETIREMENT FUNDS

Comments must be forwarded to Alta.Marais@fsb.co.za before or on 30 November 2017

GUIDANCE TO BENEFIT ADMINISTRATORS FOR THE IMPLEMENTATION OF THE TCF OUTCOMES

Comments must be forwarded to Alta.Marais@fsb.co.za before or on 30 November 2017

GUIDANCE TO BOARDS OF RETIREMENT FUNDS FOR THE IMPLEMENTATION OF THE TCF OUTCOMES

Comments must be forwarded to Alta.Marais@fsb.co.za before or on 30 November 2017

DRAFT NOTICE XX OF 2017: PENALTIES IMPOSED IN TERMS OF SECTION 37(2)

Comments must be forwarded to Alta.Marais@fsb.co.za before or on 30 November 2017

DRAFT NOTICE 1 OF 2017: REGULATION 28 – EXEMPTION IN RESPECT OF DEBT INSTRUMENTS ISSUED OR GUARANTEED BY A SOUTH AFRICAN BANK Kindly forward any comments on the document to Alta.Marais@fsb.co.za before or on 20 June 2017
DRAFT INFORMATION CIRCULAR: CLARIFICATION ON THE CANCELLATION OF REGISTRATION OF A FUND IN TERMS OF SECTION 27(1); THE TERMINATION OF PARTICIPATION OF A PARTICIPATING EMPLOYER IN AN UMBRELLA FUND; AND THE APPOINTMENT OF PERSONS TO THE BOARD OF A FUND BY THE REGISTRAR IN TERMS OF SECTION 26(2)

Kindly forward any comments on the document to (Alta.Marais@fsb.co.za) before or on 15 May 2017

DRAFT NOTICE - DRAFT CONDITIONS FOR INVESTMENT IN HEDGE FUNDS Kindly forward any comments on the document to Alta.Marais@fsb.co.za before or on 31 March 2017
REVISED DRAFT REGULATIONS 37, 38 AND 39 ISSUED TOSECTION 36(1)(c) OF THE PFA and EXPLANATORY MEMORANDUM

Comments on this second draft default regulations can be submitted by 28 February 2017, to Ms Alvinah Thela, Director: Retirement Funds, Private Bag X115, Pretoria, 0001; or fax to (012) 315 5206; or per email to retirement.reform@treasury.gov.za

DRAFT NOTICE: REGULATION 28 - CONDITIONS FOR SECURITIES LENDING TRANSACTIONS Kindly forward any comments on the document to (Alta.Marais@fsb.co.za) before or on 28 February 2017
DRAFT NOTICE and EXPLANATORY MEMORANDUM on Financial Soundness Kindly forward any comments on the document to Giulia.Tognon@FSB.co.za before or on 11 March 2016
DRAFT NOTICE and EXPLANATORY MEMORANDUM: REGULATION 28: CONDITIONS FOR INVESTMENTS IN HEDGE FUNDS

Kindly forward any comments on the document to (Alta.Marais@fsb.co.za) before or on 29 January 2016

REVISED DRAFT NOTICE on Financial Soundness: Kindly forward any comments on the document to (Christiaan.Ahlers) before or on 15 October 2015
DRAFT NOTICE and EXPLANATORY MEMORANDUM:

Section 9A - Appointment of a Valuator. Kindly forward any comments on the document to (Christiaan.Ahlers), before or on 28 August 2015

DRAFT INFORMATION CIRCULAR:PRESCRIBED TRAINING FOR MEMBERS OF BOARDS OF FUNDS IN TERMS OF SECTION 7A OF THE PENSION FUNDS ACT, 1956 Kindly forward any comments on the document to (Alta.Marais@fsb.co.za) before or on 15 June 2015
DRAFT NOTICE and EXPLANATORY MEMORANDUM: APPOINTMENT OF BOARD MEMBERS IN TERMS OF SECTION 7A OF THE PENSION FUNDS ACT, 1956 Kindly forward any comments on the document to (Alta.Marais@fsb.co.za) before or on 15 June 2015
Revised Draft Notice on Financial Soundness

Kindly forward any comments on the document to (Christiaan.Ahlers) before or on 29 May 2015,

Draft Notice No 2

Withdrawal of exemption from compliance with section 14(1) of the Pension Funds Act, for transfer of liabilities in respect of unclaimed benefits - Kindly forward any comments on the document to (Alta.Marais@fsb.co.za) before or on 30 April 2015

Draft Information Circular No 2

The governance, winding up and cancellation of the registration of a Shell Fund or dormant fund without a Board or Liquidator - Kindly forward any comments on the document to (Alta.Marais@fsb.co.za) before or on 30 April 2015

Draft Information Circular No 3

Commencement of participation, termination and re-commencement of participation of participating employers in umbrella fund -Kindly forward any comments on the document to (Alta.Marais@fsb.co.za) before or on 30 April 2015

Type	Name
Document Type : Archived Consultation Documents ‎(12)
Document Type : Archived Documents for Comments ‎(10)
Document Type : Documents for Consultation ‎(14)

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Page TitleRetirement Funds

Documents For Comments

Page Title
Retirement Funds