For principal officers
Principal officers sit at the operational centre of fund governance: board packs, service-provider coordination, and ensuring trustees see costs, risk, and member outcomes in the same frame. This gate collects reading paths that support that role — without substituting for fund rules, legal advice, or FAIS advice.
Start with legislation orientations (PFA duty of care, disclosure basics) and cost topics (fee drag, TER governance). Use hypothetical Fund A / Fund B language only as workshop vocabulary — never as a substitute for the fund’s own fee disclosures.
When preparing board education, prefer primary sources (fund rules, FSCA communications, signed mandates and SLAs) over secondary explainers. Benefits Desk material is orientation copy for staging; treat it as a map, not a filing.