Can a participating employer also have their own benefit consultant? 13 Who provides investment consulting service to the fund / Trustees? Please provide name, qualifications, experience and employer details. 14 Can a participating employer also have own investment consultant? 15 Who is the fund's valuator? Please provide name, qualifications, experience and employer details. 16 Who are the Employer / Sponsor Trustees? Please provide name, qualifications and experience. 17 Who are the Member Trustees / Independent Trustees? Please provide name, qualifications and experience. (Please disclose any current or previous roles Employer / Sponsor) 18 Please describe the process of how they are elected / appointed 19 Who are the fund's auditors and how and by whom are they appointed? 20 Who is the fund's Principal Officer? Please provide name, qualifications and experience and describe any current or previous roles Employer / Sponsor. 21 Fund Management How frequently do the Trustees meet? 21 Do the trustees have sub committees? If so, name 22 How often does the sub committees meet? 23 Are management committees created for each participating employer? If so, are these optional? 24 How often are management committees required to meet? 25 Is there a forum in place such as an annual general meeting where member representatives can question the trustees on their performance and plans? 26
13 Can a participating employer also have their own benefit consultant? 14 Who provides investment consulting service to the fund / Trustees? Please provide name, qualifications, experience and employer details. 15 Can a participating employer also have own investment consultant? 16 Who is the fund's valuator? Please provide name, qualifications, experience and employer details. 17 Who are the Employer / Sponsor Trustees? Please provide name, qualifications and experience. 18 Who are the Member Trustees / Independent Trustees? Please provide name, qualifications and experience. (Please disclose any current or previous roles Employer / Sponsor) 19 Please describe the process of how they are elected / appointed 20 Who are the fund's auditors and how and by whom are they appointed? 21 Who is the fund's Principal Officer? Please provide name, qualifications and experience and describe any current or previous roles Employer / Sponsor. Fund Management 21 How frequently do the Trustees meet? 22 Do the trustees have sub committees? If so, name 23 How often does the sub committees meet? 24 Are management committees created for each participating employer? If so, are these optional? 25 How often are management committees required to meet? 26 Is there a forum in place such as an annual general meeting where member representatives can question the trustees on their performance and plans?
Umbrella_Fund_Version_1.docx