Retirement Fund Forum Convened by FQ Financial Skills

3 Apr 2009JohannesburgThe Country Club Johannesburg - Woodmead  - ClosedBook Now

Who should attend?

All parties that have an interest in current issues on Retirement Funds.


  1. Changes to Fund Financial Reporting and the Declaration by Trustees– Greg Preston - 13h30 to 14h00
    Since the removal of exemptions for all funds to submit annual financial statements changes have been made to the submission format during 2007 and 2008. The declaration made by the Boards of funds in the annual financial statements carries a large liability for these Boards. Included in all fund's operations should be ways of mitigating these risks.
  2. Fund Financials – Tim Fearnhead – 14h00 to 14h45
    The need to understand the fundamentals of finance and financial management and to be able to interpret financial statements is vital for all those involved in the Retirement Fund Industry.
  3. Fidelity Cover – Peter Downham – 14h45 to 15h30
    The understanding of the cover provided by the policy mandated in Regulation 30(2)(u) of the Pension Funds Act and subsequent circulars and notices is essential for all parties to that policy. Expert advice is crucial for Boards and Consultants to funds in understanding and assessing the risks involved in managing fund affairs.
  4. Investing 2009 – Mike Melvill – 15h30 to 16h15
    Aspects of Cost in Fund Investments
Questions and a Cash Bar will be available after the presentations - 16h15 to 18h00

Course Presenter-Greg Preston

Greg Preston has 29 years experience in fund administration and financials with a cross section of fund administrators operating in the SA market. Greg manages the Surplus Apportionment section of FQ Financial Skills and lectures on fund financials to managers and trustees.

Course Presenter-Camargue Underwriters

Peter Downham – Director Operations for Camargue Underwriting Managers will be offering a perspective on Trustee and Fund Fidelity and PI cover.

Course Presenter-Tim Fearnhead

Tim Fearnhead is a Chartered Accountant and a former partner at Deloitte for 21 years. He joined Nedbank in 1997 where he held a number of senior financial positions in the Bank and completed a Diploma in Advanced Banking in 2002. He is now a Consultant with BDO Spencer Steward Financial Services (Gauteng) Pty Ltd, which is an alliance-training partner of The SA Institute of Chartered Accountants. Tim has a passion for teaching and developing people and has extensive experience in training financial management .

Course Presenter-Mike Melvill

Mike Melvill is imminently qualified to speak about investment costs having been involved in analysis, software, management, strategic advice on complex aspects of investments both in South Africa and London where he was the partner in charge of Holt Value Associates LP. Mike returned to South Africa in 2002 where he currently pursues his career in software development, management of private investments and strategic advice to companies.


Date: 03 April 2009

Time: 13h30 - 16h30
Venue: The Country Club Johannesbug, Woodmead

Programme Investment:

The cost is R600.00 (excl. VAT) per delegate payable prior to the course. Cancellations within 7 days of the course will result in 100% cancellation fee.


The Bank details for payment are: - ABSA Bank, Northcliff Branch Code 334705, Account No. 4058116441 and Account Name Financial Quotient Financial Skills (Pty) Ltd


The attached registration document and the proof of payment should be faxed or emailed to: Fax- 011 326 4389 or Email: -