"Royal Fidelity Stand Alone Retirement Fund"
Recognizing that one size doesn’t fit all, Royal Fidelity offers Stand Alone Retirement Funds. This fund is most suitable for very large employers who do not need to pool assets to obtain benefits of scale. Employers are given the control over the securities invested in the Fund and the appointment of service providers.
Royal Fidelity can establish a plan which includes:
- Administration and Investment Management Services
- The drafting of a Trust Deed
- The drafting of the rules of the plan (eligibility requirements, retirement age, access to employee funds etc)
- The option of separate investment portfolios (Equity, Balanced or Fixed Income)
A Stand Alone Retirement Fund offers employers the flexibility required in a pension plan, along with multiple investment options which are suited to risk profiles.