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Sanlam Plus Preservation Fund

National Treasury’s paper Preservation, portability, and governance for retirement funds, released on 21st September 2012, described the low rate of preservation of retirement savings, both pre- and...

January 2013 version of The Fund in Detail document

We are including updated versions of The Fund in Detail document and accompanying new business forms with this month’s Tool Kit. The attached summary highlights the main product changes and enhancements from the...

Results of the independent trustee election

As you know, the Sanlam Umbrella Fund is one of only a few commercial umbrella funds that allow members to elect 50% of the Board of Trustees. During 2012 we had our third such election. The Fund’s Principal...

2013 Revision for Sanlam Umbrella Fund

The 2013 revision exercise for Sanlam Umbrella Fund and Sanlam Futura Umbrella Fund has been completed and communication distributed to intermediaries and participating employers. If you did not receive any...