CHARTERED GROUP
THE CHARTERED GROUP COMPRISES:
CHARTERED RISK SOLUTIONS
Chartered Risk Solutions offers the following services:
Our philosophy is to help all our clients manage their financial affairs so that they can meet their financial and business goals.
We start by doing a comprehensive financial needs analysis with you. We are then able to assist and advise you on all aspects of risk planning. We source the most competitive and suitable life, disability and dread disease cover required. We offer solutions for both individuals and companies.
CHARTERED EMPLOYEE BENEFITS
Chartered Employee Benefits (CEB) provides consulting to Boards of Trustees and Management Committees to assist them in managing their retirement fund structures in a compliant and efficient manner.
CEB will assist the Board of Management in selecting the appropriate service providers for the different facets of the retirement fund, i.e. the administrator, the investment consultant and the risk benefits providers.
CEB will research the various providers in the market, and, after a due diligence, will recommend the appropriate providers for the fund. CEB has a strong focus on independence and believes each provider should be appointed on merit, and the ability to deliver service.
As the 'coach' to your team CEB is able to assist your staff and Board of Management with the following:
Chartered Employee Benefits (CEB) also provides a range of healthcare services. We are aware of the responsibility we have of adding value to our clients. We work closely with our clients to make sure that our healthcare delivery model is the least complex and offers the most value for money.
We have access to all major medical schemes in South Africa and offer a comprehensive service that includes:
Other healthcare services include:
- Chartered Wealth Solutions
- Chartered Risk Solutions
- Chartered Employee Benefits
CHARTERED RISK SOLUTIONS
Chartered Risk Solutions offers the following services:
- Life cover
- Disability cover
- Dread disease cover
- Investments, e.g. Retirement Annuities, Unit Trusts
- Medical aid
- Business assurance cover.
Our philosophy is to help all our clients manage their financial affairs so that they can meet their financial and business goals.
We start by doing a comprehensive financial needs analysis with you. We are then able to assist and advise you on all aspects of risk planning. We source the most competitive and suitable life, disability and dread disease cover required. We offer solutions for both individuals and companies.
CHARTERED EMPLOYEE BENEFITS
Chartered Employee Benefits (CEB) provides consulting to Boards of Trustees and Management Committees to assist them in managing their retirement fund structures in a compliant and efficient manner.
CEB will assist the Board of Management in selecting the appropriate service providers for the different facets of the retirement fund, i.e. the administrator, the investment consultant and the risk benefits providers.
CEB will research the various providers in the market, and, after a due diligence, will recommend the appropriate providers for the fund. CEB has a strong focus on independence and believes each provider should be appointed on merit, and the ability to deliver service.
As the 'coach' to your team CEB is able to assist your staff and Board of Management with the following:
- New entrant member education
- Exit member education and guidance
- Review the investment consulting team, which aligns the strategic investment needs of the fund
- Influence administrators due to our relationships, which allows us access to ensure daily processes are being effected
- Ability to ensure appropriately profiled risk groups are matched, to defensively position your fund from excess risk benefit increases into the future
- Setting up full trustee meetings, and guiding your Board of Management through the processes
- Leading your team through the financial process in terms of the new accounting standards
- Due to our unique structure we are able to replace all service providers if they lack the ability to perform, without unwinding the full fund structure.
Chartered Employee Benefits (CEB) also provides a range of healthcare services. We are aware of the responsibility we have of adding value to our clients. We work closely with our clients to make sure that our healthcare delivery model is the least complex and offers the most value for money.
We have access to all major medical schemes in South Africa and offer a comprehensive service that includes:
- Implementation of the most appropriate staff medical aid scheme
- Management reports
- Analysis of existing structures
- Individual needs analysis
- Low cost options
- Central point for resolving member claims and queries
- Development of subsidy policy
- One on one education
- Billing audit and reconciliation.
Other healthcare services include:
- Implementation of HIV / AIDS programmes
- Post retirement liability assessments
- Healthcare solutions for Africa and abroad
- Occupational healthcare services.
