Global Investment Reporting
REGULATION 28 and SARB Reporting Services – ISAE3402 Audit Certified
As the requirement for transparency and accuracy increases, retirement funds are being challenged to provide higher levels of assurance to Regulators that their members retirement savings are safe and protected.
Global Investment Reporting (GIR) provides comprehensive Regulation 28 and SARB reporting for retirement funds in South Africa and Namibia. Our process is audited quarterly using the international standard ISAE3402 for service providers.
GIR assists retirement funds with complete regulatory reports (Schedule IA, Schedule IB, Non-compliance and SARB D427) as well as Investment Policy Statement (IPS), fund manager mandates, product level and member level reporting. We apply the full look-through principle on all funds and account for derivative effective exposures.
Our range of services also extends to Environmental, Social and Governance (ESG) reporting, Shareholder Proxy Voting and investment risk reporting for retirement funds.
For an obligation free consultation and fund evaluation please contact: