Fund Updates
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.
Signs that umbrella fund costs are falling
As membership of umbrella retirement funds grows, there are positive indications that investment fees will decrease as...
The October 2016 version of the Sanlam Unity Umbrella Fund Product Guide
We are releasing herewith the latest version of the Sanlam Unity Umbrella Fund Product Guide.
Sanlam Umbrella Fund update on EAC
The Sanlam Umbrella Fund trustees are pleased to confirm that the Association for Savings & Investment South Africa’s (ASISA) industry-agreed standardized method to compare charges is at last effective for...