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Fund Updates

Consulting fees and the annual revision process

Our team is hard at work preparing for the Sanlam Umbrella Fund’s annual revision process due at 1 March 2015. Further details of the scheduled timelines for the communication will be published in the December...

2014 Trustee Report and AGM

The 2014 Trustee report for the Sanlam Umbrella Fund was released at the AGM held early October. We believe the format of this year’s report makes for easy reading and the trustees encourage all employers and...

When is somebody your spouse according to the law?

In this 3rd issue of our 2014 series of member news flash items, we continue clarifying to members the importance of completing a beneficiary nomination form. This specific issue deals with spouses in terms of the law....