​Annual Trustee Report

 


• Trustees' Annual Report 2022/2023
  
• Trustees’ Annual Report 2021/2022
  
• Trustee Annual Report Summary 2021/2022
  
• Trustees’ Annual Report 2020/2021
  
• Trustee Annual Report Summary 2020/2021
  
• Trustees’ Annual Report 2019/2020
• Trustee Annual Report Summary 2019/2020
  
• Trustees’ Annual Report 2018/2019
• Trustees’ Annual Report 2017/2018
• Trustee Annual Report Summary 2017/2018
• Trustees’ Annual Report 2016/2017
• Trustees’ Annual Report 2015/2016
• Trustees’ Annual Report 2014/2015
• Trustees’ Annual Report 2013/2014

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

Asset Managers

• Asset Managers of the Fund

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 - Corporate Selection Umbrella Pension Fund (2021)
• ​Investment policy (Liber⁸)

Corporate Selection Umbrella Retirement Fund No.2

• ​Investment Policy - Corporate Selection Umbrella Retirement Fund No.2 (2021)
• Investment policy (Liber⁸)

Corporate Selection Umbrella Retirement Fund

• ​Investment Policy - Corporate Selection Umbrella Retirement Fund (2021)
• Investment policy (Liber⁸)

Investment Policy Statement

 

• ​Abridged Investment Policy Statement (IPS)

IPP Policies

 

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

POPIA/PAIA

 

• ​CSUF Promotion to Access of Information Act (PAIA) Manual
• ​Privacy notice for Corporate Selection Umbrella Pension Fund - CSUPF 36006
• Privacy notice for Corporate Selection Umbrella Retirement Fund - CSUPF 27024
• Privacy notice for Corporate Selection Umbrella Retirement Fund No. 2 - CSUPF 36438

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
• Rules Corporate Selection Umbrella Retirement Fund No 2
• Rule Amendment No.1. Corporate Selection Umbrella Pension Fund
• Rule Amendment No.1. Corporate Selection Umbrella Retirement Fund
• Rule Amendment No.1. Corporate Selection Umbrella Retirement Fund No 2
• Rule Amendment No.2. Corporate Selection Umbrella Pension Fund
• Rule Amendment No.2. Corporate Selection Umbrella Retirement Fund
• Rule Amendment No.2. Corporate Selection Umbrella Retirement Fund No 2
• Rule Amendment No.3. Corporate Selection Umbrella Pension Fund
• Rule Amendment No.3. Corporate Selection Umbrella Retirement Fund
• Rule Amendment No.3. Corporate Selection Umbrella Retirement Fund No 2
• Rule Amendment No.4. Corporate Selection Umbrella Pension Fund
• Rule Amendment No.4. Corporate Selection Umbrella Retirement Fund
• Rule Amendment No.4. Corporate Selection Umbrella Retirement Fund No 2
• Rule Amendment No.5. Corporate Selection Umbrella Pension Fund
• Rule Amendment No.5. Corporate Selection Umbrella Retirement Fund
• Rule Amendment No.5. Corporate Selection Umbrella Retirement Fund No 2

Unapproved Risk Policies

 

• Group Risk Benefit Policy
• CIS Master Rules