T-day update
We can now confirm that the Taxation Laws Amendment Act, 2015 was passed by both houses of parliament and was sent to the President to be signed into law. Read more
10 things you should know about group RAs versus umbrella funds
An increasing number of small- to medium-sized employers are offering their employees what are known as “group” retirement annuity (RA) products in preference to membership of an umbrella fund. Read the...
Sanlam Umbrella Fund introduces ground-breaking new benefit option
Cape Town: The Sanlam Umbrella Fund
December 2015 version of The Fund in Detail
We are releasing herewith the December 2015 version of The Fund in Detail document. It includes the new In-Fund product offerings. The updates to the new version have also been summarised in the document below....
2016 Annual Revision – Fee and CRA levy adjustments
Work is far advanced in preparing the annual revision of administration fees and insured benefits premiums effective for the 12 months commencing 1 March 2016. All participating employers and their Contracted Benefit...
Closure of SIM Managed Moderate Fund of Funds
As you are aware, the Investment Sub-committee of the Board of Trustees periodically reviews the approved investment menu available to clients with a view to improving the Sanlam Umbrella Fund’s overall value...