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Fund Updates

T-Day: 1 March 2016

It is true that provident funds rules at retirement will change to become the same as pension funds. But nothing changes when you withdraw before retirement. We have unpacked T-Day for you in the below documents:...

The effects of T-Day on the Sanlam Umbrella Fund

We unpack the details of how T-Day will affect the Sanlam Umbrella Fund and inform you what the trustees’ plans are to ensure the Fund complies with the new taxation legislation from 1 March 2016… Read...

Closure of SIM Managed Moderate Fund of Funds

As you are aware, the Investment Sub-committee of the Board of Trustees periodically reviews the approved investment menu available to clients with a view to improving the Sanlam Umbrella Fund’s overall value...

2016 Annual Revision – Fee and CRA levy adjustments

Work is far advanced in preparing the annual revision of administration fees and insured benefits premiums effective for the 12 months commencing 1 March 2016. All participating employers and their Contracted Benefit...

December 2015 version of The Fund in Detail

We are releasing herewith the December 2015 version of The Fund in Detail document. It includes the new In-Fund product offerings. The updates to the new version have also been summarised in the document below....

T-day update

We can now confirm that the Taxation Laws Amendment Act, 2015 was passed by both houses of parliament and was sent to the President to be signed into law. Read more