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Fund Updates

Process for members with restricted insured benefits

[vc_row][vc_column][vc_column_text]As Administrators of the Sanlam Umbrella Fund, we undertook an exercise to capture all members’ medical underwriting statuses on our administration system. This was done based...

Official Sanlam Umbrella Fund communication

This section of the new look monthly Consultant Toolkit, is the official Sanlam Umbrella Fund communication medium to intermediaries. All Fund related updates and information will be published here and is therefore...

January 2014 version of The Fund in Detail document

We are releasing the January 2014 version of the Fund in Detail document with this month’s Consultant Toolkit. The updates in the new version have been summarized for your convenience. Read summary here Download...

Sanlam Umbrella Fund rate revision

[wpex more=”Read more” less=”Read less”] All Contracted Benefit Consultants should by now have received their client notices for the 2014 annual revision of administration fees, consulting fees,...

2014 Revision for Sanlam Umbrella Fund

Our team is making good progress with preparing the annual revision due at 1 March 2014 of all three underlying funds being the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Futura...