What information or documents will I receive from the scheme trustee after I become a scheme member?

You will receive from the trustee the following information:

 

  • a membership certificate stating the name of the scheme, the name and address of the approved trustee of the scheme, your name and the date of the certificate;
  • a document containing a general description of the scheme including the fees and charges payable under the scheme, particulars of the constituent funds in the scheme, name and contact details of the person to whom enquiries about contributions and related matters may be made; and
  • an annual benefit statement containing information about the contributions paid and investment returns for the year concerned.