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Beneficiary Care

Beneficiary Care Product Detail

Beneficiaries of pension death benefits, who are typically minors or orphans, often need financial assistance in the event of their parent passing on. We are well-positioned to help protect your legacy and look after the well-being of your beneficiaries.

 

 

Some of the benefits

Simplified processes

Simplified onboarding and ad hoc payments processes to meet the needs of guardians & beneficiaries

Certificate of Existence

Through our partnerships with the Department of Home Affairs, we enable swift and seamless completion of Certificates of Existence.

Dedicated specialists

Our team, which includes asset managers, principal officer, asset consultant, key-account executives and trustees, ensure expert oversight and protection of beneficiaries’ assets

Feenix

Crowdfunding opportunities for tertiary education through Feenix®
What you get
  • Branch network across South Africa and Africa  
  • Service in South Africa’s 11 official languages  
  • Funds invested with reputable asset managers
  • Negotiated discounted investments fees with asset fund managers  
  • Dedicated asset management consultants to advise on investment strategies 
  • Dedicated in-house Principal Officer
  • Dedicated Key-Accounts Executives
  • Board oversight for investments and governance
  • Crowdfunding opportunities through Feenix® for tertiary education 
  • To check if you have unclaimed benefits, click here to search the FSCA’s unclaimed benefits portal.
  • What you get
  • Branch network across South Africa and Africa  
  • Service in South Africa’s 11 official languages  
  • Funds invested with reputable asset managers
  • Negotiated discounted investments fees with asset fund managers  
  • Dedicated asset management consultants to advise on investment strategies 
  • Dedicated in-house Principal Officer
  • Dedicated Key-Accounts Executives
  • Board oversight for investments and governance
  • Crowdfunding opportunities through Feenix® for tertiary education 
  • To check if you have unclaimed benefits, click here to search the FSCA’s unclaimed benefits portal.
Want to get in touch with us?

We can help you take care of your beneficiaries