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King V Corporate Governance Pack

South African Code on Corporate Governance (King V), published by the Institute of Directors South Africa (IoDSA) on 31 October 2025 and effective for financial years beginning on or after 1 January 2026. Cross-industry governance pack covering all 13 King V principles across board leadership, committee governance, ethics and citizenship, strategy and stakeholder reporting, risk and compliance, data/information/technology governance (including AI ethics under Principle 10), remuneration, assurance, and stakeholder-inclusive accountability. Includes board charters, committee Terms of Reference, the King V Application Register (13 rows tracking apply-and-explain disclosure per principle), annual disclosure-compilation workflow, board-evaluation checklists, and director-induction training. Designed to fan out per board and committee entity a tenant declares, with per-director conflicts-of-interest declarations and annual King V refresher training.

IoDSACIPC
R299
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10Obligations
20Document templates
3Checklists
3Workflows
1Advisory articles

Obligations

10 regulatory obligations tracked in this pack, grouped by compliance section.

CUSTOM5 obligations

Annual Board Evaluation

The board must evaluate its own effectiveness annually under King V Principle 1. The annual self-evaluation covers strategy oversight, risk oversight, decision quality, board paper quality, chair effectiveness, and committee effectiveness. The chairperson, supported by the company secretary, aggregates findings and tables them at a closed session. Findings feed the nominations committee's annual composition review.

OngoingRelative to FYIoDSA·King V Code on Corporate Governance

Annual King V Disclosure Publication

The board must publish its King V apply-and-explain disclosure annually in the integrated annual report under King V Principle 4. The disclosure follows the IoDSA King V Disclosure Template and rolls up the 13-row Application Register. Driven by the annual King V disclosure compilation workflow. For listed issuers, the integrated annual report is also submitted to the JSE in line with the Listings Requirements.

OngoingRelative to FYIoDSA·King V Code on Corporate Governance

Triennial External Board Evaluation

An independent external evaluation of the board, its committees, and the chairperson must be conducted at least every two years per King V Principle 1. The external evaluator administers an instrument, conducts director interviews, and reports findings to the board. The chairperson discloses headline findings in the integrated annual report.

OngoingAnnualIoDSA·King V Code on Corporate Governance

Director Induction Completion

Newly-appointed directors must complete the company's director induction programme within 90 days of appointment. The programme covers the King V Code structure, the apply-and-explain regime, Companies Act fiduciary duties under sections 75 to 77, the company's strategy, and the company's governance instruments. King V Principles 5 (composition) and 7 (delegation to management).

StartingEvent-triggeredIoDSA·King V Code on Corporate Governance

Annual King V Refresher for Directors

Each director must complete the annual King V refresher covering the year's amendments (e.g. Companies Amendment Acts 2024), the Application Register, and contemporary governance themes including AI governance under Principle 10.

OngoingAnnualIoDSA·King V Code on Corporate Governance
CIPC4 obligations

AGM Remuneration Policy Binding Vote

The remuneration policy must be tabled at the AGM for a binding shareholder vote under Companies Act section 30A (as inserted by the Companies Amendment Act 16 of 2024). The vote is required at least triennially, or more frequently if the policy is materially amended. Where support falls below 75%, the board must engage materially-dissenting shareholders and disclose the response in the following annual report.

OngoingAnnualCIPC·Companies Act

AGM Remuneration Report Advisory Vote

The remuneration report (including the s30B pay-gap disclosure — top-5% to bottom-5% pay ratio) must be tabled at every AGM for a non-binding advisory shareholder vote under Companies Act section 30B (as inserted by the Companies Amendment Act 16 of 2024). Where support falls below 75%, the board must engage materially-dissenting shareholders and disclose the response in the following annual report.

OngoingAnnualCIPC·Companies Act

Annual Social and Ethics Committee Report Tabling

The Social & Ethics Committee must table an annual report to shareholders at the AGM per Companies Act section 72(4) read with Regulations 43 and 26A. Composition rules were tightened by the Companies Amendment Acts 16 and 17 of 2024 (parts effective 27 December 2024). The report covers the statutory monitoring scope set out in Regulation 43.

OngoingAnnualCIPC·Companies Act

Director Annual Conflicts of Interest Declaration

Each director must complete an annual written declaration of personal financial and other interests under Companies Act section 75, read with King V Principles 1 and 2. Interests must also be disclosed before any board meeting considers an affected matter; the director recuses from discussion and vote unless the board resolves otherwise per s75(5). The company secretary maintains the conflicts register.

OngoingAnnualCIPC·Companies Act
Data Protection1 obligation

AI Governance Literacy Training for Directors

Each director must complete annual AI governance literacy training per King V Principle 10. The training equips directors to discharge Principle 10's AI accountability — ethics, transparency, accountability, explainability, fairness, mandatory human-override mechanisms, and supply-chain cyber risk.

OngoingAnnualIoDSA·King V Code on Corporate Governance

Document Templates

Ready-to-use templates included with this pack.

Board Charter

charter·docx
Required

Foundational governance document setting out the board's composition, role, responsibilities, and authority. King V Principles 1, 5, 6 and 7. Reviewed annually by the nominations committee.

Audit Committee Terms of Reference

tor·docx
Required

Terms of Reference for the audit committee. Companies Act s94 statutory committee; King V Principle 12 (assurance and internal control). Independence and financial-literacy requirements.

Risk Committee Terms of Reference

tor·docx

Terms of Reference for the risk committee. King V Principle 8 (risk governance). Risk and audit may be combined for smaller boards; this TOR addresses the standalone variant.

Remuneration Committee Terms of Reference

tor·docx
Required

Terms of Reference for the remuneration committee. King V Principle 11; composition tightened following Companies Amendment Act 16 of 2024 making the shareholder vote on the remuneration policy binding (s30A).

Nominations Committee Terms of Reference

tor·docx

Terms of Reference for the nominations committee. King V Principles 5 and 6. Covers board composition, succession planning, director appointments, and (per Principle 5) diversity considerations.

Social & Ethics Committee Terms of Reference

tor·docx
Required

Terms of Reference for the Social & Ethics Committee. Companies Act s72(4) statutory committee read with Regulations 43 and 26A; composition rules tightened by Companies Amendment Acts 16 and 17 of 2024 (parts effective 27 December 2024). King V Principle 2.

Code of Conduct

policy·docx
Required

Company-wide code of conduct and ethics. King V Principle 2 (governing ethics and responsible corporate citizenship). Approved by the board, owned by the Social & Ethics Committee.

Conflicts of Interest Policy

policy·docx
Required

Company policy on identifying, declaring, and managing conflicts of interest. King V Principles 1 and 2; Companies Act s75 disclosure of personal financial interest by directors.

Whistleblowing / Protected Disclosures Policy

policy·docx
Required

Policy governing how protected disclosures are reported, investigated, and protected from occupational detriment. Protected Disclosures Act 26 of 2000; King V Principle 2.

Remuneration Policy

policy·docx
Required

Board-approved remuneration policy. Subject to a binding shareholder vote under Companies Amendment Act s30A (effective 27 December 2024). King V Principle 11.

Remuneration Report (with Pay-Gap Disclosure)

report·docx
Required

Annual remuneration report. Companies Amendment Act s30B requires disclosure of the highest-paid 5% to lowest-paid 5% pay-gap ratio. Subject to a non-binding advisory shareholder vote. King V Principle 11.

Risk Management Policy and Risk Appetite Statement

policy·docx
Required

Policy framing the company's risk-management approach and the board-approved risk appetite. King V Principle 8 (risk governance).

Compliance Framework

framework·docx
Required

Framework for identifying, owning, and monitoring legal and regulatory compliance obligations. King V Principle 9 (compliance governance).

IT and Data Governance Policy

policy·docx
Required

Policy governing data and technology assets, including data classification, retention, access, and POPIA-aligned protection. King V Principle 10.

AI Governance and Acceptable Use Policy

policy·docx
Required

Policy on the responsible development, procurement, and use of AI systems. Net-new for King V: Principle 10 explicitly elevates AI ethics, transparency, accountability, explainability, fairness, and mandatory human-override mechanisms proportionate to risk.

Cybersecurity Policy and Incident Response Plan

policy·docx
Required

Cybersecurity controls, supply-chain assurance, and incident-response playbook. King V Principle 10 strengthens supply-chain cyber risk and disaster-recovery testing requirements.

Stakeholder Engagement Framework

framework·docx

Framework operationalising the board's stakeholder-inclusive approach. King V Principle 13.

Delegation of Authority Matrix

matrix·docx
Required

Matrix recording the board's delegation of authority to committees, the CEO, and management. King V Principles 6 and 7.

Board Evaluation Framework

framework·docx

Framework for annual board self-evaluation and biennial external evaluation. King V Principle 1.

Integrated Annual Report — King V Application Register Section

report·docx
Required

Template for the corporate-governance section of the integrated annual report. Houses the 13-row King V Application Register and apply-and-explain narrative per principle. King V Principle 4 (external reporting).

Checklists

Recurring inspection and compliance checklists.

Annual Board Self-Evaluation

FIXED_ANNUAL

Annual self-evaluation completed by every director and aggregated by the chair. King V Principle 1.

Annual Committee Composition and Independence Review

FIXED_ANNUAL

Nominations committee review of board and committee composition, independence, and skills-matrix gaps. King V Principles 5 and 6; Companies Act s94 for audit-committee composition.

AI Deployment Review Checklist

EVENT_TRIGGERED

Net-new for King V. Triggered before deploying any High or Material AI use case. King V Principle 10.

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