The following regulatory forms will assist the entity to comply with the different sections of the Act, whether to do with registration or submission of statutory periodical reports.
1. Registration and Renewal Requirements
- Application for registartion of a retirement fund - RF1.
- Particulars of Principal Officer, trustee or member of the management board - RF1A.
- Application of approval of auditors - RF3
- Application of approval of valuators -RF5.
- Application for a change of name - RF7
- Registration requirements - Umbrella Fund
2. Unaudited quarterly and annual returns
- Retirement Funds Quarterly and Annual Returns
- Instruction Manual for Retirement Funds Quarterly and Annual Returns