The 2013 revision exercise for Sanlam Umbrella Fund has nearly been completed and the following is an approximate time-table of communication you can expect: Sanlam Umbrella Fund:
| 18 January | E-mail to all Contracted Benefit Consultants and Contracted Financial Advisers with a link to their own clients’ revision statements effective from 1 March 2013. | ||
| 25 January | E-mail to every participating employer with a link to their own revision statement effective from 1 March 2013. | ||
Sanlam Futura Umbrella Retirement Fund:
| 18 January | E-mail to all Contracted Benefit Consultants and Financial Advisers with information on fees, rates and levies effective from 1 March 2013. | |
| 25 January | E-mail to all participating employers with information on fees, rates and levies effective from 1 March 2013. |
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.
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