Consulting and Secretariat Services

Consulting

Verso Financial Services (Pty) Ltd provides a specialist consulting service to help our clients formulate specific, appropriate solutions to their employee benefit challenges. These duties include:

  • Consultation and advice on fund benefit structures
  • Advice and insight on legislation and market trends
  • Implementation of investment decisions and regular monitoring of returns
  • Regular market surveys of risk benefit costs
  • Regular evaluation of benefit structures and policy conditions
  • Assistance in claims and administrative enquiries with service providers
  • Member communication including member booklets, member sessions, newsletters etc.

Please contact us if you have any specific questions: We can tailor a solution to meet your needs.

Secretariat

Verso Financial Services (Pty) Ltd provides the following standard services to all our clients:

  • Attendance of Manco meetings and ad hoc meetings as required
  • Drafting, collation and distribution of official agenda packs
  • Taking and distribution of minutes
  • Execution and monitoring of all actions arising from meetings
  • Maintenance of trustee records and minute books
  • Resolution drafting