|Moriting Unclaimed Benefits Preservation Provident Fund|
Registered name: Moriting Unclaimed Benefits Preservation Provident Fund|
Registration number: 12/8/38042/1
Registered address: 4th Floor Marble Towers, 208-212 Jeppe Street, Johannesburg, 2000
Principal Officer & Sponsor Trustee: Bryan Shuping
Sponsor Trustee: Ntsiki Msibi
Independent Trustee: Johannes Mangoejane
Independent Trustee & Chairperson: Johannes Mangoejane
Auditor: Tony Lund & Kieck Inc.
Valuator: Alex Scott of CA Scott Consulting Actuaries
Tracing agent: XDS
Administrator: Moriting Wealth Managers (Pty) Ltd
Bank: Standard Bank
Investment Managers: Sasfin
Investment Strategy: As the benefit has already vested to the member, the fund follows a conservative investment strategy. The objective of the investment strategy is to ensure liquidity and preserve capital while offering a real return on investment.
Investment Benchmark: To achieve a real return of inflation plus 3% over 3 year rolling periods.
Tracing Policy: The fund endeavours to trace all members and beneficiaries as timeously as possible. The services of XDS as a tracing agent have been secured based on their infrastructure and network both locally and in neighbouring countries. As fees are only payable on a successful trace XDS is further incentivised to trace members and beneficiaries as quickly as possible.
* FSB Levies