Fund Updates

At Sanlam Corporate Investments, we leverage over 100 years of experience to provide comprehensive investment solutions to employers, retirement funds, and consultants, with the purpose of empowering our members to confidently achieve their desired financial retirement outcomes. Our series of quarterly investment performance videos for Q4 of 2024 allows us to share valuable information with our clients, ultimately assisting them in making more informed retirement and investment decisions.

The Sanlam Umbrella Fund offers a range of risk-profiled investment options ranging from passive, smoothed bonus, multi-managed and single manager balanced funds. After consulting with the Fund’s appointed Investment Consultants and investigating various alternative solutions, a decision has been made to replace the SIM Cash Fund with the SIM Enhanced Cash Fund.

The Sanlam Umbrella Fund allows members, upon leaving their employer, the option to remain invested in the Fund via one of the Individual Membership Options. With effect from 1 April 2025, Phased Retirees will be subject to new conditions under the Individual Membership Options.

Policyholder Protection Rule 11 imposes an obligation on the insurer to disclose any material information with regards to their group risk policy directly to members, and in the case of claims, the beneficiaries of the benefit.

As a participating employer in the Fund, it's crucial to stay informed about your legal obligations under Section 13A of the Pension Funds Act, which requires timely and accurate contributions to your employees' retirement funds. Non-compliance can lead to severe consequences, including criminal and civil legal action taken against you as required by the law.

As part of our digital strategy, we have simplified access to your annual Rate Revision Statement, through the Sanlam Corporate Portal (SC Portal). If you haven’t yet registered to use the SC Portal, follow these easy steps to register or reset your password, ensuring seamless access to your account.