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Administration Practice Notes

The Operations & Administration division (O&A) issue practice notes to:

  • Increase awareness and provide insight into the best practices and procedures adopted by Alexforbes for the effective administration of your fund
  • Clarify our administration role.
  • Align expectation between Alexforbes, trustees, employers and members of the retirement funds.

Please note that in the event of a conflict, the fund’s rules, applicable legislation or the signed service level agreement will take precedence over the processes set out in this practice note.

Practice Notes

Learning experiences

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