Fund Updates
Campaign to encourage member registration for online portal and mobile app
The FSB now requires that all retirement funds obtain and maintain the personal contact details of each and every member of the Fund.
Updated version of the Fund in Detail
We release the March 2018 version of The Fund in Detail for the attention of consultants and participating employers.
Updated Version Of The Sanlam Unity Umbrella Fund Product Guide
We release the March 2018 version of the Sanlam Unity Umbrella Fund Product Guide for the attention of intermediaries. An exciting new enhancement is the Retirement Optimisation Services that is now available for the...
The Sanlam Unity Umbrella Fund 2018 Rate Review and the impact of the VAT increase
The annual rate review for all three underlying funds being the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Unity Umbrella Fund is now completed. Fees for all participating employers will be adjusted with 15% VAT where applicable.
Closure of the SIM Inflation Plus Portfolio
The Trustees of the Sanlam Umbrella Fund and Sanlam Plus Preservation Fund has decided to close the SIM Inflation Plus Fund and transfer all the assets to the SIM Moderate Absolute Fund during the month of April.
Investment Update: Changes from 1 April 2018
The trustees continuously evaluate the portfolios available to the members of the Sanlam Umbrella Fund and are informing consultants about a number of changes coming into effect on 1 April 2018.