Fund Updates
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...
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...
What happens when an employer terminates its participation in the Sanlam Umbrella Fund and the Sanlam Futura Umbrella Retirement Fund?
In tough financial times, cash flow challenges are a reality for many of the employers participating in a retirement fund. These challenges may force an employer to consider reducing contributions or terminating the...
2015 Annual Revision
The annual revision due at 1 March 2015 for the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Futura Umbrella Retirement Fund has now been finalised. E-mail communication was sent on...
2015 Annual Revision – Reminder
The annual revision due at 1 March 2015 for the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Futura Umbrella Retirement Fund is currently in process. Please look out for your annual...