Fund Updates
Sanlam Lifestage successfully implemented
Implementation of Sanlam Lifestage in the Sanlam Umbrella Fund successful! On 22 March 2013 we announced that the Sanlam Umbrella Fund will be adopting Sanlam Lifestage as the Fund’s default investment strategy....
New version of Fund in Detail document
We are including an electronic copy of the July version of The Fund in Detail document with this month’s Consultant Toolkit. This new version incorporates Sanlam Lifestage as the Fund’s default strategy....
Member communication campaign creates a
In the second half of 2012 the Sanlam Umbrella Fund launched a series of member communication items under the banner
Understanding the death claims process
Paying out a death claim from an umbrella retirement fund is a complicated and lengthy process. Not only are there numerous legal requirements that need to be complied with, the number of supporting documents to be...
Further detail on Sanlam Lifestage implementation in the Sanlam Umbrella Fund
On 22 March 2013 we announced that the Sanlam Umbrella Fund will be adopting Sanlam Lifestage as the Fund’s default investment strategy. The response from our clients has been very positive. Nonetheless we again...
Consulting fees in the Sanlam Umbrella Fund
The consulting fee payable to each participating employer’s appointed consultant is a matter of negotiation between the participating employer and the consultant. A standard consulting fee is payable monthly to...