PRACTICE NOTES AND GUIDELINES
PERFORMANCE ASSESSMENT OF SCHEME TRUSTEES, KEY OFFICERS AND SERVICE PROVIDERS GUIDELINES 2023
FIT AND PROPER CRITERIA FOR TRUSTEES, FUND MANAGERS, CUSTODIANS AND ADMINISTRATORS OF RETIREMENT BENEFITS SCHEMES GUIDELINE NO. 1 OF 2018 (AS AMENDED IN 2023)
REGIME OF SANCTIONS AND PENALTIES FOR NON-COMPLIANCE WITH THE URBRA REGULATIONS
REGIME OF SANCTIONS PENALTIES-URBRA ACT 2011
URBRA Complaints Handling Guidelines-2020
URBRA Retirement Benefits Schemes Outsourcing Guidelines- 2020
Revised Guidelines on Preparation of RBS Financial Statements 2020
URBRA Fit & Proper Guidelines- 2018
URBRA Whistleblowing Guidelines- 2018
Trustees Handbook
Members Right Booklet
Investment Return Schedule Template
Investment Return Policy Template
Investment report template
Guidelines Trustees Code of Conduct
Guidelines for Preparation of Annual Reports
Guidelines for Engagement of External Auditors
Fit & Proper Assessment Form
Financial Statement Submission Forms