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Quarter three investment update

In the Q3 investment update to the Joint Forum update, we provide consultants and members of the Joint Forum with: Summaries of returns on all portfolios, including default strategies Short and medium term performance...

October industry and regulatory update

In this issue of the Joint Forum update, we provide consultants and members of the Joint Forum with information on the following topics: Updated FSB legislation and circulars An overview on the Retirement Fund reform...

Consulting fees and the annual revision process

  Our team is hard at work preparing for the Sanlam Umbrella Fund’s annual revision process due at 1 March 2014. Further details of the scheduled timelines for the communication will be published in the...