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Our team is making good progress with preparing the annual revision due at 1 March 2014 of all three underlying funds being the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Futura Umbrella Retirement Fund. All our supporting consultants and participating employers will receive an electronically distributed written communication before the end of January 2014 detailing the client-specific changes to operating expenses and risk premiums (where applicable). Our intention is to ensure all our consultants are empowered to discuss any impact of the revision exercise with their own clients. The following is an approximate time-table of communication you can expect:

17 January e-mail communication to all Contracted Benefit Consultants and Contracted Financial Advisers with a link to their own clients’ revision statements effective from 1 March 2014.
24 January e-mail communication to every participating employer with a link to their own revision statement effective from 1 March 2014. (including Futura participating employers)

If for whatever reason you do not receive any of the communication intended for you, please query with our Fund Secretariat as soon as possible in February. In the interim, we hereby update our clients with very important information as regards the contingency reserve account levy for the Sanlam Umbrella Pension Fund and the Sanlam Umbrella Provident Fund. (link to the update)