S14 fund transfers
A Section 14 transfer is the legal process for moving a group of retirement fund members and their accumulated savings from one fund to another. In these videos, Willie Jonker shows how the process works at SURF – from logging an initial request and confirming member eligibility, to trustee approval, FSCA requirements and what it takes to finalise the transfer accurately and on time.
Explained by our expert
About me
William brings extensive experience in investments, asset management and retirement fund consulting, having built his career across some of the world’s leading financial institutions. He began his career in London, holding senior roles at Barclays Global Investors, BlackRock and J.P. Morgan Asset Management, before returning to South Africa and joining Sygnia Asset Management in 2022. His international perspective and deep understanding of investment markets help members understand how their retirement savings are managed and invested for the long term.
