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