KGA Benefit
KGA – Introduction LetterDownload KGA – SATU Mortality Nomination Form UpdateDownload KGA – SATU Mortality Nomination From Update for PensionersDownload
KGA – Introduction LetterDownload KGA – SATU Mortality Nomination Form UpdateDownload KGA – SATU Mortality Nomination From Update for PensionersDownload
14949 SIZWE HOSMED 2025 MEMBER BENEFIT GUIDE V7 091024Download 2025 Contribution FlyerDownload sizwe-hosmed-member-summary-guide-2025Download Sizwe Hosmed Member Application Form 2025Download Sizwe Hosmed Member Option Selection Form 2025Download
Q: What will the opening balance of my savings pot be? A: The opening balance, or seed capital, will be 10% of your fund value, to a maximum of R30 000. Q: How much money can I withdraw? A: The minimum amount you can withdraw is R2 000. There is no withdrawal limit – you can withdraw…
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President Cyril Ramaphosa delivered the State of the Nation Address (SoNA) on Thursday, 8 February 2024 at 7pm. The address took place before a joint sitting of the two houses of Parliament. The address is an important milestone as it brings certainty to the country’s political, social and economic landscape. It demonstrates that South Africa’s democracy remains…
14269-Sizwe-Hosmed-Full-Member-Guide-2024-V419Download 14233-Sizwe-Hosmed-Member-FormsDownload Dr_Selection_FormDownload Termination_formDownload 14233-Sizwe-Hosmed-Member-Option-Selection-Form2Download
12430 Sizwe Hosmed Membership Update Web (5)Download Sizwe Hosmed Member Option Selection formDownload
12430-Sizwe-Hosmed-Membership-Update-Web-5-1Download Sizwe-Hosmed-Member-Option-Selection-form-1Download Sizwe Product and Contributions Announcement 2023
Transparent Financial Services’ main business is the provision of benefit fund administration services to retirement and other benefit funds, which enables fund trustees to keep their members informed through continuous, accurate and meaningful reporting and easily-accessible information.
Pension and provident fund administration services | Bargaining Council fund administration | Intermediary services | Health services payment administration | Umbrella Fund option for non-standalone funds Monthly administration and payment of pensioners | Provision and administration of Pension-backed Housing Loans to members | Insurance and Assistance Benefits| Medical aid and Medical Gap cover products and services | Short Term Insurance products | Life Insurance Products
Our business approach allows employers to focus on their core business and trustees on critical areas, while the team of Transparent Financial Services specialists ensures that the day-to-day functions of their retirement fund activities are taken care of.
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Transparent Financial Services (TFS) was formed in 2006 when it acquired the retirement fund administration business from the South African Typographical Union (SATU).
The company is registered as a Financial Service Provider in terms of the FAIS Act and has a number of agreements in place with major financial institutions to render co-administration services.
TFS, via its subsidiary companies, provides insurance solutions in the short term and life insurance space. In addition, our expertise has allowed us to expand into the administration of medical aid and medical gap insurance products as well.
We are confident that we can provide you and your organisation with a one-stop financial services solution ranging from retirement planning to pension and provident fund administration to risk and investment management
SATU acquired a 100% shareholding in the business, providing backup and support through access to resources and industry research.
We allow our clients to stick to their proverbial knitting, while we take care of their retirement fund activities.
Our business approach allows employers to focus on their core business and trustees on critical areas, while the team of Transparent Financial Services experts ensures that the day-to-day functions of their retirement fund activities are taken care of.
We undertake to ensure that all information pertaining to any Fund or member shall remain confidential and shall not be used for any purpose other than the fulfilment of any obligation imposed on Transparent Financial Services for the purposes of legislative compliance, providing a quote or in terms of a signed Service Level Agreement.
We make use of an independent compliance officer to help us ensure adherence to all legislative requirements. Apart from our own internal processes, we are committed to working with the Fund appointed Principal Officer to ensure that the Fund remains compliant in all aspects.
To perform our administrative and intermediary duties, we have developed and adhere to various company policies and procedures designed to protect the interest of the members, Funds under Administration and our administration staff. Clients are required to agree to be bound by these procedures and processes to ensure consistent and accurate application.
Transparent Financial Services operates an integrated, fully customised, in-house developed system specifically designed for the South African retirement fund administration market.
We own an IBM System i information technology hardware platform. The system provides fully integrated administration capabilities with strict data security and protection of personal information. By choice, our system is not accessible through the worldwide web, with only selected data access for registered users.
The software has been specifically developed and is regularly updated to cater for the full range of administration services required by a retirement fund.
A best practice SDLC has been followed in developing and maintaining the system. As a result, it is heavily rule driven, which means making changes becomes a simple exercise.
A security system defined around personal access codes.
Usage of interface files to reduce maintenance.
The system is designed with modules, which all perform a specific function in the administration process.
Excellent response time, despite complex calculations
Continuous data integrity and system stability
Ability to adapt to change and integrate with other systems
Intergration of the member administration database an fund accounting database
Daily balancing of databases
Flexibility of contribution allocation
Easy integration to third party applications
SATU National Provident Fund
Printing Industry Employee Benefit Fund
Union membership administration
Medical aid payment facility
Funeral plan co-administration
Visit Fund website http://rfpi.co.za
Visit SATU website: http://www.satu.co.za
Sizwe Medical Fund stands as one of the top 10 open medical schemes in South Africa, with just under 50 000 members. The Fund is financially sound, with an excellent global credit rating, and provides a wide array of affordable, exceptional products to all South Africans, just as its founders dreamed of.
Every participating employer or member deserves personalised service, which is what the Global Transparent Retirement Fund (GTRF) offers. This Provident Fund was designed as an alternative to the highly structured and packaged products prevalent in the market.
Transparent Financial Services (TFS) was formed in 2006 when it acquired the retirement fund administration business from the South African Typographical Union (SATU).
Transparent Financial Services’ main business is the provision of benefit fund administration services to retirement and other benefit funds, which enables fund trustees to keep their members informed through continuous, accurate and meaningful reporting and easily-accessible information).
We at Transparent Financial Services are ideally positioned to be your specialist fund administrator. We pride ourselves in our people, processes and commitment, always striving to provide the best service possible to our clients.
Transparent Financial Services’ main business is the provision of benefit fund administration services to retirement and other benefit funds, which enables fund trustees to keep their members informed through continuous, accurate and meaningful reporting as well as easily-accessible information.
Pension and provident fund administration services.
Bargaining Council fund administration.
Intermediary services.
Health services payment administration.
Umbrella Fund option for non-standalone funds.
Monthly administration and payment of pensioners.
The provision and administration of Pension-backed Housing Loans to members.
Insurance and assistance benefits.
We provide a comprehensive range of short term and life insurance products
specifically suited to your needs. In addition, we are a registered medical aid broker and can provide your organisation with a comprehensive employee focused financial services solution.
If you are a member of either the SATU National Provident Fund or the Printing Industry Pension Fund you now have access to housing finance that enables you to buy a home, upgrade or make repairs to your current home. Download more information on Pension-Backed Home Loans HERE and read more about Transparent Consulting Services HERE.
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272 West Avenue, Die Hoewes
Centurion, 0163
Company Reg. No: 2005/013904/07
Authorised Financial Service Provider
(FSP Reg. No.42843)
Licensed S13B Retirement Fund Administrator (Reg. No: 24/431)
Certified Health Care Broker
(ORG 4248)
Registered Credit Provider
(NCRCP 11110)