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