Fund Updates
2013 Revision for Sanlam Umbrella Fund
The 2013 revision exercise for Sanlam Umbrella Fund and Sanlam Futura Umbrella Fund has been completed and communication distributed to intermediaries and participating employers. If you did not receive any...
Results of the independent trustee election
As you know, the Sanlam Umbrella Fund is one of only a few commercial umbrella funds that allow members to elect 50% of the Board of Trustees. During 2012 we had our third such election. The Fund’s Principal...
January 2013 version of The Fund in Detail document
We are including updated versions of The Fund in Detail document and accompanying new business forms with this month’s Tool Kit. The attached summary highlights the main product changes and enhancements from the...
2013 Revision for Sanlam Umbrella Fund
The 2013 revision exercise for Sanlam Umbrella Fund has nearly been completed and the following is an approximate time-table of communication you can expect: Sanlam Umbrella Fund: 18 January E-mail to all Contracted...
And the winners are
Our recent member communication initiative, that comprised a series of member newsflash items as well as a competition element, stimulated a fair amount of interest amongst members and we are pleased to announce the...
The Sanlam Umbrella Fund’s AGM
This year we will be taking an honest look and do thorough inspections under the engine hood of the Sanlam Umbrella Fund to find out just how powerful and reliable this retirement vehicle really is. We will be proving...