Sanlam Umbrella Fund Consultant Toolkit
This monthly toolkit is a communication channel between the Sanlam Umbrella Fund trustees, the Fund’s Administrator and supporting intermediaries. It contains all Fund related information and updates that intermediaries will require.
Quick Links
Fund Updates
Sanlam Umbrella Solutions appoints new Head
Avishal Seeth has been appointed as the Head of Sanlam Umbrella Solutions effective 1 June 2020.
Distribution of benefit statements to members directly via digital means
In line with our digital strategy, we are launching the process of distributing Sanlam Umbrella Fund members’ benefit statements to members directly via digital means.
Recording of the SUF Investment Feedback session on 28th May 2020
In light of these uncertain economic times, we hosted an Investment Feedback Session for you, our valued clients.
Industry Updates
Approaching retirement in a volatile investment environment
Danie van Zyl comments on this matter in the April issue of MoneyMarketing
Retirement…A different ball game for women?
Karen Wentzel’s comments on this matter are featured in the April 2020 edition of FA News.
Staying Resilient Against Cybercrime
We ask you to stay aware, vigilant and mindful to assist us in safeguarding your information to the best of our ability.
