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Beneficiary Funds Administration

Our Service to the Fund

The Fund can expect a value rich personalised service from Bophelo Benefit Services. Our directive is to ensure that the Fund is completely at ease that the beneficiaries’ funds are being maintained with absolute safety and care. BBS strives to develop close relationships so that it feels more like the extension of the Fund’s service.

Our commitment to the Fund is as follows:

Our Service to the Guardian and Beneficiary

BBS provides a warm, to the point service so that the dependant does not feel like they are going around in circles with their service provider. The guardians and the beneficiaries are our primary focus since they are the people that are dependent on the money invested for income and support. BBS understands that the dependants may not be able to control or deal with their monies or may not even understand where their money is. BBS understands that the dependant’s peace of mind is as important as that of the Fund. BBS’ commitment with respect to the beneficiaries is as follows:

BBS performs full administration for Section 37C Beneficiary Funds. This includes all aspects of Beneficiary Fund administration including but not limited to: