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Retirement schemes fund managers audit
Josey
#1 Posted : Tuesday, June 04, 2019 7:27:52 PM
Rank: Member


Joined: 9/12/2009
Posts: 219
Location: Nairobi
While fund managers of retirement schemes sign investment policy statements as an agreement with their clients on investments options, i still have an opinion that they could be doing under-hand deals with the fund custodians as well as scheme administrators...my question is, what are critical areas for Trustees to look at when reviewing reports from these managers?
Swenani
#2 Posted : Wednesday, June 05, 2019 4:17:27 PM
Rank: User


Joined: 8/15/2013
Posts: 13,008
Location: Vacuum
Josey wrote:
While fund managers of retirement schemes sign investment policy statements as an agreement with their clients on investments options, i still have an opinion that they could be doing under-hand deals with the fund custodians as well as scheme administrators...my question is, what are critical areas for Trustees to look at when reviewing reports from these managers?


Unataka wazua wakufanyie class assignment?
Poverty is the root of all evil
Josey
#3 Posted : Wednesday, June 19, 2019 12:26:39 PM
Rank: Member


Joined: 9/12/2009
Posts: 219
Location: Nairobi
Swenani wrote:
Josey wrote:
While fund managers of retirement schemes sign investment policy statements as an agreement with their clients on investments options, i still have an opinion that they could be doing under-hand deals with the fund custodians as well as scheme administrators...my question is, what are critical areas for Trustees to look at when reviewing reports from these managers?


Unataka wazua wakufanyie class assignment?

NOT TRUE buddy... i was seeking some bit of education here so that in the next AGM i dont just sit like a zombie (have always been) while staring at the power point presentations by the fund managers
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