ICTS Legaltech

The employee benefits industry is a highly technical environment, often leaving service providers and trustees unsure, or even unaware, of the consequences of their decisions. ICTS Legaltech is able to provide relevant and meaningful legal expertise to ensure that you have considered relevant law, case precedent and contractual obligations in your decisions.

South Africa is similar to the rest of the world as far as the latest legal trends go, specifically that legal services do not always need to be, and should not always be, provided either totally in-house or by a law firm. ICTS Legaltech is not a law firm nor a ‘legal practitioner’ which means that we don’t have the expensive overheads associated with these firms.
We are a niche, and completely independent, legal services company providing services to retirement funds, their advisors and corporates.
We have an excellent understanding of the financial services sector, in particular retirement funds. We have worked with many types of funds, and understand their unique requirements.

Our knowledge is up-to-date. We are an expert provider.

ICTS Legaltech offers a comprehensive range of expert legal and fund fiduciary services providing practical support to corporates, financial services companies and retirement funds. 

Our legal services include:

  • Contracts, mandates and service level agreements – whether with service providers, agents, customers, employees, partners or others (including corporate agreements),
  • Document review and due diligence,
  • Complaint responses and drafting – Adjudicator, Ombud or other,
  • Drafting of retirement fund rules and other umbrella fund and stand-alone fund documentation,
  • Publications – financial services industry, legislative, regulatory and legal updates,
  • Assistance with employee benefit and retirement fund matters and queries: divorce and maintenance orders, death claims, new products, 37D deductions and legal queries,
  • Managing or supporting litigation (together with your chosen law firm),
  • Training and seminars for employees, consultants, legal advisors and trustees on legal issues. The content of these training initiatives is sent to the various designation bodies to allocate continuous professional development points towards ongoing accreditation,
  • Assistance with, training and consulting on regulatory and compliance projects and deliverables such as Protection of Personal Information Act and Complaints Management,
  • Policy drafting, and
  • Administrative services related to the above, for example, submission and management of rule amendments and Adjudicator cases.

We also offer:

  • Principal Officer services,
  • Independent Trustee services, and
  • Fund Secretarial services.

How you will benefit from ICTS Legal Services

If you are a Trustee/Retirement Fund:

1.  Fulfilling fiduciary duties practically and as easily as possible

2.  Managing legislative and regulatory risk

3.  Peace of mind/2nd opinion (independent)

If you are an Employee/Benefits Consultant:

1.  Variable and/or lower cost

2.  Capacity management

3.  Lower your operational risks

4.  Business/growth opportunity

Watch this video highlighting the value of using ICTS Legaltech.

Complete this form and submit for a proposal.