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Gallet Group Profile Document |
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Glossary
Click on the download link below to download a glossary of
investment
and retirement terminology . |
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The Budget & Retirement Funds
We have received numerous queries with regards to the latest Budget proposals and changes to Retirement Funds.
The proposed effective date of the change is 1 March 2012. We will
be presenting options to you on the way forward, however, we await the draft legislation prior to making any final suggestions as the legislation
will have a number of implications which are not dealt with in the
Budget Speech. |
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Expression of Wish |
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Funeral Benefit Dependent Information Schedule |
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Death Claim Checklist |
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Checklist of Documents to be added to Expression of Wish Form
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Statement of Admission of Liability |
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Withdrawal Notification to be completed by Member |
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Notes to Remittance Advice
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Remittance Advice |
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Letter of Indemnity |
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Expression of Wish Form (One Page) |
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Medical Refusal Letter by Member |
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New Member Application Form |
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Retirement Notification |
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Certificate of Existence |
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Death Notification |
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Acknowledgement of Advance Payment of Death Benefits |
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Setshaba Product Overview
Setshaba offers employers the opportunity of participating in either a free-standing Pension or Provident Umbrella Fund — this allows participating employers the flexibility of tailoring their contributions and benefits. These umbrella funds have been in existence since 2000, and no adverse adjudicator rulings, FSB penalties, PI or Fidelity claims have ever been levied. The umbrella funds have five trustees, all of whom are completely independent of the Gallet Group. These Funds offer varied investment options to choose from. |
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Expression of Wish |
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Funeral Benefit Dependant Information Schedule |
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Death Claim Checklist |
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Checklist of Documents to be added to Expression of Wish Form |
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Statement of Admission of Liability |
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Withdrawal Notification to be completed by Member |
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Notes to Remittance Advice |
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Remittance Advice |
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Expression of Wish Form (One Page) |
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Medical Refusal Letter by Member |
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New Member Application Form |
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Retirement Notification |
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Death Notification |
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Individual Member Investment Choice Option Form |
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Acknowledgement of Advance Payment of Death Benefits |
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Withdrawal Notification to be completed by Member |
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Letter of Indemnity |
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Gallet Healthcare Product Overview
Gallet Healthcare is focused on its clients' needs. Pure and simple. And that means providing the very best healthcare packages around, educating our clients and their staff as to the latest industry developments, general health and fitness maintenance, and providing truly caring support when it's needed most — in times of chronic illness.
In summary, we offer our clients a real healthcare partnership. |
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FutureSelect Product Overview
FutureSelect is a dynamic Umbrella Provident Fund. It's specially designed for those needing to maximise their retirement fund contributions from non-retirement fund income; or for employers simply wanting to provide additional benefits to a select group of employees. The fund offers complete flexibility, and tailor-made solutions. Not only will the employer enjoy tax benefits, their staff will also receive such benefits, provided the capital is utilised tax effectively at retirement, or by the members' heirs on his/her death. |
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Expression of Wish |
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Death Claim Checklist |
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Checklist of Documents to be added to Expression of Wish Form |
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Statement of Admission of Liability |
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Withdrawal Notification to be completed by Member |
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Notes to Remittance Advice |
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Remittance Advice |
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Expression of Wish Form (One Page) |
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New Member Application Form |
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Retirement Notification |
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Death Notification |
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Acknowledgement of Advance Payment of Death Benefits |
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Notification of Withdrawal (Transfers) |
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Contribution Schedule
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Beneficiary Nomination Form |
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Notification of Retirement |
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Notification of New Entrant |
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Notification of Withdrawal (Cash Payments) |
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Notification of Death |
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Employer Authorized Signatory (Benefit Payments) |
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Employer Contact Information |
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Death Claim Checklist |
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Recognition of Transfer Between Approved Funds |
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Acknowledgement of Advance Payment of Death Benefits |
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Death Notification |
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