Trustee Training

Equipping Trustees to fulfill their role and responsibilities

In this well-regulated and ever-changing environment, our Trustee Training Courses equip trustees with the necessary knowledge, skills, values and attitudes to properly fulfil their oversight and control function within the fund.

This training is available as either unit standard based training, which involves a nationally recognised assessment or as a non-aligned course. Attendees are not required to have any prior experience or knowledge to attend this training.

Walk away empowered and with the confidence to manage your fund in the best way possible to benefit all its members.

Course content covers:

  • The different types of funds, benefits payable and taxation
  • Legislative environment
  • The various industry role-players
  • Board composition
  • The fiduciary duties and responsibilities of trustees
  • Principles of good governance
  • Death Benefit Distribution
  • Fund Investments


InvestmentWise was awarded the

Training Provider of the Year

accolade by the Principal Officers’ Association (POA) in 2009 and 2012.

Some of the Trustee Training projects we’ve delivered

InvestmentWise delivered INSETA Accredited Trustee Training to 160 FAWU and Fedcraw union members on behalf of the FoodBev SETA in 2016 and 2017.

InvestmentWise delivered INSETA Accredited retirement fund Trustee Training to Amplats Retirement Fund trustees from 2009 to 2014.

InvestmentWise has been delivering Trustee Training for the Tongaat Hulett retirement funds since 2007