Fund Updates
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...
Closure of SIM Managed Moderate Fund of Funds
As you are aware, the Investment Sub-committee of the Board of Trustees periodically reviews the approved investment menu available to clients with a view to improving the Sanlam Umbrella Fund’s overall value...