Resources
An information repository for the fiduciary community.
Curated publications, regulatory bulletins and compliance briefs supporting boards, principal officers and corporate secretariats across South Africa.
Publications · Bulletins · Compliance briefs
Recent publications and bulletins.
Practical, practitioner-grade material designed to support accountable decisions in regulated institutional environments.
All
Publications
Regulatory bulletins
Compliance briefs
Featured publication
Trustee Fiduciary Handbook
A practitioner-grade reference detailing the statutory obligations of South African retirement fund boards.
Trustee Fiduciary Handbook
Publication · Board reference
Regulatory bulletin
FSCA Conduct Standard Update
Quarterly digest of FSCA conduct standards relevant to retirement fund administration.
Compliance brief
Section 37C in Practice
Case-led commentary on the procedural rigour expected in death benefit investigations.
Publication
King IV™ Application Notes
Working notes on King IV™ application within institutional fund governance.
Regulatory bulletin
POPIA Operational Review
Annual operational review of POPIA compliance for fund administrators and tracing agents.
Compliance brief
Unclaimed Benefits Frameworks
Structural commentary on board-level handling of unclaimed retirement benefit balances.
PDF
Download hub
Agafe Business Portfolio 2026
A complete overview of the firm’s practice areas, leadership, methodology and engagement model, formatted for board distribution.
PDF · Latest edition
Need a specific fiduciary or compliance resource?
Tell us what your board or institutional team is working through. We will point you toward the most relevant Agafe material.