Fund Updates
Members need to update their beneficiary forms
The trustees of the Fund need to be aware of all member’s financial dependents in case of their death. Members can help the trustees to allocate their death benefits fairly and reasonably according to the law....
Insurers offer rehabilitation to members receiving an Income Disability benefit
We are pleased to inform you that the Income Disability benefit has been enhanced to include a rehabilitation programme for disabled members.This was done to extend a comprehensive early intervention and disability...
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...
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,...
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...