Fund Updates
Improved format next month!
The team is hard at work on a new format for this communication that we trust will streamline our consultants' interaction with the Fund and the Administrator...
Update on the Sanlam Umbrella Fund rate review for 2017
The Sanlam Umbrella Fund's annual revision is on track for 1 March 2017.
Implementation of changes to Volatility Protection Strategy
Our clients and consultants should be aware from multiple prior communications, starting from July 2016.
2017 Annual Revision – Time-table for communication
Preparation for the annual revision due at 1 March 2017 of all three underlying funds being the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Unity Umbrella Fund is running according to plan.
Contingency Reserve Account Levies 2017
We hereby update our clients with important information regarding the contingency reserve account levies for the Sanlam
Underfunded Investment Portfolios
Please note that the following portfolios are currently underfunded.