Fund Updates
Regulatory requirements in terms of the Financial Intelligence Centre (FIC) Amendment Act, 2017 for Participating Employers of the Sanlam Umbrella Fund
To meet FICA requirements, Sanlam is obliged to identify and verify all persons and entities we interact with and all participating employers of the Sanlam Umbrella Fund and the Sanlam Unity Umbrella Fund are obligated to provide the most updated documentation verifying ownership of the entity.
ABSA Life included as alternate insurer for participating employers in the Sanlam Umbrella Fund
ABSA Life has been included as alternate insurer from 1 November 2018.
Consulting Fees And Annual Revision Process
Consultants who wish to review any consulting fee for 2019, should ensure the necessary signed documentation for this change must reach us no later than 31 December 2018.
The 2018 SUF Symposium
The 2018 SUF Symposium visuals are now available.
Notice of new unapproved policies
Notice is hereby given to all participating employers that changes have been made to the unapproved policies of Sanlam and Capital Alliance.
New legislation requires direct contact with members
In response to the new legislation and irrespective of these challenges, the Sanlam Umbrella Fund revised its communication strategy to make provision for servicing members directly in an effective manner.