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ZA PSG Wealth Client Declaration: Section 14 Transfer Out ...

ZA PSG Wealth Client Declaration: Section 14 Transfer Out ... 2025

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The document is a client declaration form for transferring interests from one retirement fund to another, detailing the client's understanding of the transfer process, potential risks, and implications. It outlines the necessary conditions for the transfer under Section 14 of the Pension Funds Act, including acknowledgment of market fluctuations, fees, and the termination of liability upon transfer.

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What is Section 14B of the Pension Funds Act?

Section 14A read with 14B was introduced into the Pension Funds Act 24 of 1956 (the Act) by the Amendment Act. Essentially, this section makes provision for the payment of minimum benefits to members who exit from their respective funds in circumstances other than retirement of a member or liquidation of the fund.

How long does a pension transfer take?

How long does a pension transfer take? It varies. However, 2-4 weeks is typical for a standard pension transfer.

What is section 14 transfer?

The transfer of retirement fund benefits from one retirement fund (the transferring fund) to another (the receiving fund), in terms of section 14 of the Pension Funds Act, can be a complicated process that may take very long to be finalised.

What is Section 14 7 of the Pension Funds Act?

TRANSFERS BETWEEN RETIREMENT ANNUITY FUNDS 9.1 In terms of section 14(7) of the Act: (a) Notwithstanding anything to the contrary in the rules of a fund, a retirement annuity fund shall not prohibit the transfer of business that relates to a members interest or non-member spouses interest.

What is section 14?

Section 14. Offences, by whom triable. Previous Next. Offences punishable under this Act shall be triable by any Magistrate having jurisdiction in the place where the offence is committed.

What is a Section 14 transfer of RA?

A Section 14 transfer is the transfer of retirement fund benefits from one retirement fund to another in terms of Section 14 of the Pension Funds Act. Section 14 transfers will either follow the Section 14.1 or 14.8 process.

ZA PSG Wealth Client Declaration: Section 14 Transfer Out ... 2025

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