Fund Rules and Confirmation of Registration

Each fund is governed by a set of fund rules which must be registered with the Financial Services Board and approved by the South African Revenue Services. The fund rules govern the membership, contributions, benefits and management of the Fund.

Rules of the Lifestyle Retirement Annuity Fund

• Rules
• Rule Amendment No. 1
• Letter confirming registration from the Financial Services Board

Rules of the Lifestyle Retirement Preserver Pension Plan

• Rules 
• Rule Amendment No. 1
• Rule Amendment No. 2
• Letter confirming registration from the Financial Services Board

Rules of the Lifestyle Retirement Preserver Provident Plan

• Rules 
• Rule Amendment No. 1
• Rule Amendment No. 2
• Letter confirming registration from the Financial Services Board