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Corporate Selection Suite of Umbrella Funds
  • Funds Info
    • Get To Know Your Fund
    • Fund Management
    • Important Documents
  • Newsletter
  • Benefits
    • Withdrawal Benefit
    • Retirement Benefit
    • Post-retirement Benefit
    • Disability Benefits
    • Death Benefits
    • Divorce Orders
  • Investments
    • Investment options
    • Investment strategy
    • Investment returns
    • Member Benefit Statement
  • Contributions
  • Forms
  • Contact us
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    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 (Liber8)
    • Corporate Selection Umbrella Retirement Fund No.2

    • Investment policy (2015/2016)
    • Investment policy (Liber8)
    • Corporate Selection Umbrella Retirement Fund

    • Investment policy (2015/2016)
    • Investment policy (Liber8)

     

    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
    • Rule Amendment No.1. Corporate Selection Umbrella Pension Fund
    • Rule Amendment No.1. Corporate Selection Umbrella Retirement Fund No 2
    • Rule Amendment No.1. Corporate Selection Umbrella Retirement Fund

     

    ​Annual Trustee Report

       

    • 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



Top Four

The Importance of Preservation

The Importance of Preservation

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Payment of Retirement Fund Contributions

Payment of Retirement Fund Contributions

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Liberty Corporate Complaints Procedure Guide

Liberty Corporate Complaints Procedure Guide

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CSUF Nomination of Beneficiary Form Reminder

CSUF Nomination of Beneficiary Form Reminder

Read more...

Related Items

Contributions

Contributions

Are your contributions keeping up?

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Trustee Report

Trustee Report

Have you read the latest annual report?

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Enquiries

Enquiries

Do you have a burning question?

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Newsletters

Newsletters

Do you have a burning question?

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Forms

Forms

All your forms in one place.

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Divorce Orders

Divorce Orders

Important information for divorced members.

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Investment Strategy

Investment Strategy

How are investments chosen?

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Investment Returns

Investment Returns

How have the portfolios performed?

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Investment Options

Investment Options

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Who manages the fund

Who manages the fund

Find out more about Fund management.

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Member Booklet

Member Booklet

Member Booklet

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Contact Us

Contact Us

Contact Us

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Get to know your funds

Get to know your funds

All you need to know about your Funds.

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Post-Retirement Income

Post-Retirement Income

Have you planned for your retirement?

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Retirement Benefit

Retirement Benefit

What will you get when you retire?

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Queries
Complaints
Compliments

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Regarding complaints, compliments or queries:

Complaints Procedure: Download

Contact Details

Principal Officer
Roger Spence
roger.spence@liberty.co.za

Postal Address
P.O. Box 10499, Johannesburg, 2000

Please Send Suggestions, Comments or Questions to
retfund@corpsel.com  

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