The Board of Trustees of the Sanlam Umbrella Fund has released the 2018 Trustee Report. The report discusses the following in detail:
- Fund Governance and Management structure
- Trustee Approved Investment Menu
- Allocation of Members’ Death Benefits
- Questions and answers regarding the Default Regulations and the Sanlam Umbrella Fund
- New legislation: the need to review Fund Membership Services
- Member Education: Financial Literacy initiative
- A glimpse into the future of the Retirement Fund Industry
Download the full report here