Fund Updates
Another FIA award for Sanlam Employee Benefits
Sanlam Employee Benefits won another prestigious industry award this year, as it was named Employee Benefits Product Supplier of the Year by the Financial Intermediary Association (FIA) in recognition of its...
Update on the Sanlam Umbrella Fund’s preparations for T-Day
The Taxation Laws Amendment Act will become effective on T-Day – 1 March 2015. The Act will have a significant impact on the employee benefits industry. In this newsletter we provide our clients with our high...
55 out of 100 standalone funds surveyed considered moving to an umbrella fund
The Sanlam 34th annual Benchmark Survey includes over nine hundred interviews collectively with retirement fund members, pensioners, trustees and principal officers. This is the sixth year that we have undertaken a...
Sanlam has the second highest rating in terms of B-BEEE status
We are delighted to announce that the Sanlam Group has been recognised as a Level 2 B-BEEE contributor. This is testament to the success of our extensive transformation efforts both within our organisation and, more...
March 2014 version of The Fund in Detail document
We are bringing to consultant’s attention, that a March 2014 version of The Fund in Detail document has been released. For your convenience, the updates in this new version have been summarized in the document...
Submit member claims in time!
Participating employers are urged to submit member claims to the Administrator within the timeframes set out in the policy. No benefit will be paid if the insurers are not notified of the claim within six months of the...