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Section 14 Transfers - Process and Pitfalls online course

The purpose of this short course is to understand the section 14 transfer process of the Pension Funds Act, 1956 (Act No. 24 of 1956) and its pitfalls. In this course, we identify the generic approach to a section 14 transfer, and what the requirements are on the transferee retirement fund and the receiving retirement fund. We also discuss the common pitfalls when doing a section 14 transfer and the relevant legislation that has imposed certain restrictions.

Once you have successfully completed this course, you will be able to:
  1. Explain the Section 14 transfer process, together with the necessary compliance requirements from the Financial Advisory and Intermediary Services Act, 2002 (Act No. 37 of 2002) (FAIS Act), as well as the pitfalls you can expect to encounter along the way.

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