Fund Updates
An important update from the Investment Sub-committee
Read this important update related to the improved Glacier Retirement Funding Solution on the Sanlam Umbrella Fund. Read more
2014 Sanlam Sustainability Report
A comprehensive report on the incredible story of the contribution that Sanlam is making to society through its business practices. Read the report here.
Changes to the taxation of Disability Income Benefits
We remind consultants and their clients about the amendments to the Income Tax Act introduced by the Taxation Laws Amendment Act 31 of 2013. These will have an effect on the tax treatment of disability income policies...
Stable Bonus – Is this the appropriate portfolio for your clients?
The objective of the Sanlam Stable Bonus portfolio is to provide investors with exposure to the financial markets, while protecting them against adverse movements in the markets. This is achieved by smoothing the...
Sanlam Tax-Free Investment products
The South African Finance Minister, Nhlanhla Nene, confirmed in his recent 2015 National Budget Speech that
March 2015 version of The Fund in Detail
We are releasing herewith the March 2015 version of The Fund in Detail document. The updates to this new version have been summarised in the document below. Consultants are advised to discuss with their clients the...