Fund Updates
Consulting Fees and The Sanlam Umbrella Fund Annual Revision Process
Consultants who wish to review any consulting fee for 2024 should ensure the necessary signed documentation for this change must reach us not later than 29 December 2023.
Wealth Bonus Lifestyle Benefits for Sanlam Corporate are live!
We are happy to announce that all members of the Sanlam Umbrella Fund can now access the these benefits.
Smoothed Bonus Portfolios | Merging stable, predictable returns with sustainable practices
Sanlam smoothed bonus portfolios reduce the volatility of investment returns inherent with market exposure. This is done through regular bonus declarations, which are designed to provide a smoothed return over time.
2023 SUF Symposium: Life 3.0 See retirement in a new way
Click the link below to register for the 2023 SUF Symposium before Thursday 28 September to reserve a spot.
Industry Veteran Kobus Hanekom hails Joelene Moodley’s appointment as PO of the Sanlam Umbrella Fund
As industry stalwart Kobus Hanekom retires, see why he’s leaving the Sanlam Umbrella Fund (SUF) in good hands with the appointment of Joelene Moodley, as Principal Officer of SUF.
Sanlam Unity Umbrella Fund Product Guide
The 2023 Sanlam Unity Umbrella Fund Product Guide is now available.