Fund Updates

The July 2022 version of The Fund In Detail has been released. Apart from text refinements, updates include: minimum requirements for insured benefits, investment menu updates and adjustments to operating expenses.

The July 2022 version of The Sanlam Unity Product Guide has been released. Updates include text refinements and the new Trustee-approved default investment strategy.

The Sanlam Umbrella Fund recently reviewed the default investment strategies and the trustees approved changes to the existing strategies, as well as additional alternative default strategies to cater for divergent client preferences.

Sanlam Umbrella Fund has published an advert for a Principal Officer role.

On 2 June 2022 we published a comprehensive update on Sanlam Corporate's implementation of the legislation that you can access in this article. In this document we address additional POPIA FAQs.

Prior to July 2022 the Sanlam Wealth Creation Lifestage Strategy was only available to participating employers with previous exposure to this strategy. As from July 2022, the Trustees have approved the inclusion of this strategy for all participating employers as an additional default investment strategy option.