Resources

Policies & Guidelines

RM0376 – Investment Policy Statement​

RM0377 – Retirement fund guide for new members

• English / Afrikaans

RM0378 – Retirement fund guide to the retirement process

• English / Afrikaans

RM0379 – Retirement fund guide to the withdrawal process

• English / Afrikaans

SURF Communication policy and strategy

In-fund living Annuity Questions and Answers

• English / Afrikaans

Shai’ah investement portfolio

Forms

Nomination form Providend Fund (SUR​F)

Nomination form Group Life Insurance Fund

Investment choice form (only for members aged 53 and older)​​

Spouse an Childrens Pension Opt out (Eng / Afr)

POPIA

SURF Data Protection and Privacy Policy

Information Regulator REGISTRATION CERTIF​​ICATE

PAIA Manual​