Fund Updates
Our member communication initiative can win 3 intermediaries a dinner voucher for two!
The October issue of our
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...
Consultants requested to assist with election of member representative trustees
Ballot papers have been distributed to member representatives on the 22 October, inviting their participation in electing member representative Trustees that will make up 50% on the Board of Trustees. Consultants are...
Diarize the dates for Sanlam Umbrella Fund’s AGM
30 October in Gauteng, 31 October in Cape Town, 20 November in Durban and 21 November in Port Elizabeth. Click here to RSVP...
Forthcoming attraction: Preservation Fund option
In light of the government’s push for retirement fund members to preserve their benefit when they exit the fund, Sanlam Umbrella Fund is enhancing our existing preservation fund option. Keep an eye out for...
Where to contact us
We can be reached at several different email addresses depending on your needs … Sanlam Umbrella Fund: Consulting fee enquiries: