Select Page

Sanlam Home

Fund Updates

Operational Update

The Operational Update concerns Policy Protection Rule 13, Policyholder requirements to ensure compliance and Implications of not providing member contact details to Sanlam.

Imali Zam Member Education Initiative

The Imali Zam (My Money) Member Education Sessions are aimed at helping members to better understand their savings and benefits. The next Imali Zam Member Education Session is scheduled for 21 July 2022.

A Sanlam general contract can help you add value to your service

If you are a Contracted Benefits Consultant (CBC) or Contracted Financial Advisor (CFA) looking to enhance your client service offerings, a Sanlam general contract can help. With an accredited license, having a general contract will give you access to information and service on Sanlam's entire product line, including Glacier. Additionally, you will have access to a Broker Consultant (BC) who can assist you in navigating the options available to your clients whether they are retiring, resigning, or simply need alternative investment options.

Update: Universal Education Protector

In the December Toolkit we touched on the revamp of the Sanlam Group Risk Universal Education Protector (UEP) product for new and existing policyholders applicable from 1 January 2022. The improved UEP benefits will apply to new as well as existing UEP claimants, for the education costs of eligible children incurred on or after 1 January 2022.

Imali Zam Member Education initiative

The Sanlam Umbrella Fund launched the online Member Education Sessions called “Imali Zam” (My Money) sessions in 2021, aimed at enabling members to better understand their savings and benefits. The next Imali Zam session is scheduled for 17 May 2022 and will focus on understanding the benefit statement.

Sanlam Umbrella Fund Benefit Counselling Services

The Sanlam Umbrella Fund has extended benefit counselling services to beneficiaries of members who have passed away in respect of unapproved Life Insurance, as well as members receiving payments in respect of Lump Sum Disability Insurance or Critical illness Insurance. This is to ensure that both the members and beneficiaries have access to relevant information and receive financial advice to help manage their benefits.