Guides and manuals

Guides and manuals

​The Financial Services Board has launched a hard copy manual of the Trustee Toolkit, an e-learning system which provides trustees with the basic information that they need as a new trustee in keeping with the rules and regulations stipulated in the PF130. 

The hard-copy manual will enable trustees who do not have access to the internet or a computer to work through the tutorials and increase their level of understanding as well as understand their role as a trustee. 

Important to note: The Trustee must register which is FREE by visiting www.trusteetoolkit.co.za. The Summative Assessment must be done online and it will take the average user 45 minutes to complete the 79 questions. Upon completion the Trustee will receive a certificate of completion with either a Platinum, Gold, Silver or Bronze rating. 

 

  
  
  
Booklet Role of Trustees.pdf
  
358 KB
Trustee toolkit info leaflet to the e-learning programme.pdf
  
369 KB
1 of 5 - Trustee Toolkit How to.pdf
  
2811 KB
2 of 5 - Module 1- Governance by the Board.pdf
  
27084 KB
3 of 5 - Module 2 - Governance of operations of funds.pdf
  
27199 KB
4 of 5 - Module 3 - management of stakeholder relationships.pdf
  
16757 KB
5 of 5 - Trustee Toolkit  Glossary.pdf
  
19915 KB
FSB Trustee Toolkit - Interview with HOD Prudential Ms Wilma Mokupo.mp4
  
59417 KB