Choosing your financial future.
LOOKING AHEAD SO
YOU DON'T HAVE TO.
MORE ABOUT OUR FUND AND THE TEAM
Independence
Expertise
Research
Technology and Innovation
Education
Open Platform
Choice
Human Touch
Each pillar to the Umbra Fund Structure is independent of each other and the Board of Trustees
Serviced by approved providers
Contracted to the Fund – Service Level Agreement
Service Providers assessments conducted annually
Remunerated in terms of the Service Agreement
Removed if service levels are not met – In terms of the Rules of the Fund