Fixed income fund [TBC: name]
- [TBC: metric, for example yield]
- [TBC]
- As at [TBC: date]
- Minimum investment
- [TBC: minimum investment]
- Risk
- [TBC]

Solutions · Cooperatives and PFAs
For cooperative societies and Pension Fund Administrators: solutions designed around safety, regulation and the trust of your members.
Your challenges
Your members trust you with their savings. Capital preservation comes before everything else.
Eligible assets and concentration limits are set by regulation. Every allocation has to fit them.
Boards and members both need information they can understand and check.
How we help
Secure, compliant yield for member funds.
Investment programmes for cooperatives, designed around your members' savings pattern.
Short-term and fixed-income holdings that prioritise liquidity and safety.
Distributions scheduled to suit your payout calendar.
Reports that your board and members can read and rely on.
Eligible funds and allocations for PFAs, within the limits that apply to you.
[TBC: which funds are eligible for PFAs under PenCom investment regulations, as confirmed by compliance]
Recommended funds
Past performance is not a reliable indicator of future results.
How it works
We start from your governing documents and the regulations that apply to you.
We shortlist funds and allocations that fit those rules and your members' needs.
Documentation and account setup, completed with your officers.
Ongoing investment with regular reporting to your board.
[TBC: fee schedule per fund]
[TBC: redemption terms per fund]
[TBC: institutional mandate terms]
[TBC: regulator, custodian and trustee wording, as approved by compliance]
Talk to us
Tell us about your goals. A named person will come back to you.
[TBC: relationship manager]
Cooperatives and PFA team
[TBC: email]
[TBC: phone]
[TBC: business hours, WAT]