Fund Updates

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.

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

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.

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.