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Fund Updates

Sanlam Umbrella Fund 2020 Revision

The annual revision due on 1 April 2020 for the Sanlam Umbrella Fund has now been finalised. E-mail communication was sent to all Contracted Benefit Consultants on 16 January 2020 and to all Participating Employers on...

Consulting Fees and Annual Revision Process

Consultants who wish to review any consulting fee for 2020 should ensure the necessary signed documentation for this change must reach us no later than 31 December 2019.

Product Specific Training requirements

Board Notice 194 of 2017, published by the Financial Services Board – now called the Financial Sector Conduct Authority (FSCA) – introduced the new Fit and Proper Requirements as from 1 April 2018.