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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.
Avishal Seeth has been appointed as the Head of Sanlam Umbrella Solutions effective 1 June 2020.
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.
In light of these uncertain economic times, we hosted an Investment Feedback Session for you, our valued clients.
Danie van Zyl comments on this matter in the April issue of MoneyMarketing
Karen Wentzel’s comments on this matter are featured in the April 2020 edition of FA News.
We ask you to stay aware, vigilant and mindful to assist us in safeguarding your information to the best of our ability.