Important Documents

Default Investment, Preservation and Annuity Strategies

 

• ​Summary of Default Strategies
• Default Investment, Preservation and Annuity Strategies

Investment Policies

 

Corporate Selection Umbrella Pension Fund

• ​Investment policy (2015/2016)
• ​Investment policy (Liber8ate Smart)

Corporate Selection Umbrella Retirement Fund No.2

• Investment policy (2015/2016)
• Investment policy (Liber8ate Smart)

Corporate Selection Umbrella Retirement Fund

• Investment policy (2015/2016)
• Investment policy (Liber8ate Smart)

IPP Policies

 

• ​Group Income Protection Policy
• Annexure - Reducing IPP
• Annexure - Level IPP

Approved Risk Policies

 

• Corporate Selection Umbrella Pension Fund Risk Policy
• Corporate Selection Umbrella Retirement Fund No.2 Risk Policy
• Corporate Selection Umbrella Retirement Fund Risk Policy

Unapproved Risk Policies

 

• Group Risk Benefit Policy
• CIS Master Rules

Rules of the Fund

Please note that each participating employer will have their own set of Special Rules that should be read in conjunction with the main Rules.

• Rules Corporate Selection Umbrella Pension Fund
• Rules Corporate Selection Umbrella Retirement Fund No 2
• Rules Corporate Selection Umbrella Retirement Fund

​Annual Trustee Report

 

• Trustees’ Annual Report 2017/2018
• Trustees’ Annual Report 2016/2017
• Trustees’ Annual Report 2015/2016
• Trustees’ Annual Report 2014/2015
• Trustees’ Annual Report 2013/2014