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...
CPD certificates for the 2019 SUF Annual General Meeting
CPD certificates have now been issued.
2020 Annual Revision – Time-Table for Communication
All our supporting consultants and participating employers will receive communication, detailing the client-specific changes to operating expenses and risk premiums (where applicable).
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.
Election of Independent Member Representative Trustees
Participating Employers and their consultants should look out for the communication in this regard and consultants are requested to support their clients with this process.