Group Risk

Death Related

Disability Related

Consultant Toolkit

New Business Forms

Sanlam Umbrella Fund Confirmation Of Acceptance

Sanlam Plus Preservation Fund Application Form

Sanlam Unity Umbrella Fund Confirmation Of Acceptance

Confirmation Of Acceptance Annexure 1 – Customised Member Choice

Confirmation of Acceptance Annexure 2 – Tailored Lifestage Default Investment Strategy

SUF Schedule of members

Amendment Docs

Amendment Process

Confirmation of Acceptance Amendment

Sanlam Umbrella Fund Request to Amend Consulting Fees

Request to amend CBC/CFA information

Request to amend PE contact details

Risk Addendum to COA Amendment

Quotations Docs

External Intermediary Quote Request

ROA and Quote Request for EB Advisers

Scedule of members

Intermediary Retirement Savings Cost Disclosure form