Fund Updates
Cancellation of tax directives
SARS issued a letter dated 15 October to the Institute of Retirement Funds Africa cautioning against the cancellation of tax directives. Read more
Update on the Protection of Personal Information Act, 2013 (POPI)
POPI is an act that aims to protect every individual’s personal information, because it acknowledges that every individual is the owner of his/her personal information. Read more
Passive Investor Strategy to change to Passive Lifestage Strategy
Feedback from our clients and supporting intermediaries (not to mention the success of the Sanlam Lifestage default investment strategy) indicates that the Passive Investor Strategy can be further enhanced by changing...
Improved
The goal of providing a single, consolidated, client-facing portfolio view is getting one step closer soon, when the service expands to include Sanlam Employee Benefits’ products… Read more
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...