Fund Updates
2017 Trustee Report
The Trustee Report for 2017 was released by the Board of Trustees. The report provides all Fund stakeholders with a view of tools and strategies embedded by the Fund in the last decade, as well as a glimpse into the future of the Retirement Fund Industry.
The Sanlam Umbrella Fund Symposium 2017
The Sanlam Umbrella Fund's annual Symposium is on our doorstep!
Tax numbers required for Section 14 transfers
With effect 1 March 2017, all retirement funds will be required to apply for a tax directive in respect of members transferring to the fund by means of a Section 14.
Investment update
The Sanlam Allan Gray Domestic Balanced Portfolio was closed to new investors as far back as 2009, and consequently very few Sanlam Umbrella Fund clients are invested in this portfolio.
Updated version of the Sanlam Unity Umbrella Fund product guide
We release the June 2017 version of the Sanlam Unity Umbrella Fund Product Guide for the attention of intermediaries.
Submission of Amendments
Amendments can range from changes to contribution rates, members' benefits and investment strategy to participating employer or intermediary contact details. Some amendments do not require a new quotation and others do.