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Your principal officer


Roger Spence

 

Associate principal executive officer

Roger has 28 years' experience in remuneration and employee benefits. He is a member of the following organisations:

  • Batseta Council of Retirement Funds for South Africa
  • Associate principal executive officer (APEO)
  • Member of the Insurance Institute of South Africa (IISA)

Roger holds the following qualifications:

  • BTHRM
  • IISA Programme in Retirement Fund Management
  • Global Remuneration Professional (GRP ®)

  

Role of the Principal officer

Every fund must appoint a Principal officer in terms of Section 8 of the Pension Funds Act. This appointment is subject to approval by the Registrar.

The Principal officer is an official accountable to the Registrar on behalf of the fund. The duties of the Principal officer are determined by the fund rules and the Pension Funds Act. These duties include:

  • Signing and submitting rule amendments

  • Submitting annual financial statements to the Registrar

  • Signing all fund documents to be submitted to the Registrar

  • Furnishing prescribed information to fund members, and

  • Representing the fund in litigation and complaints

 

Principal officer contact details:

E-mail: roger.spence@liberty.co.za    
Tel: 011 408 5685
Fax: 011 408 2615

Street address:

Corporate Selection umbrella funds
25 Ameshoff Street, Braamfontein, 2001

Postal address:

Corporate Selection umbrella funds
PO Box 10499
Johannesburg, South Africa, 2000



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Liberty Group Limited - an Authorised Financial Services Provider in terms of the FAIS Act (Licence no 2409)​
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