Preparation for the annual revision is running according to plan. The due date for the Sanlam Unity Umbrella Fund is 1 March 2020 and for the Sanlam Umbrella Pension Fund and the Sanlam Umbrella Provident Fund, 1 April 2020.
All our supporting consultants and participating employers will receive communication, detailing the client-specific changes to operating expenses and risk premiums (where applicable). Our intention is to ensure all our consultants are empowered to discuss any impact of the revision exercise with their own clients.
The following is an approximate time-table of communication you can expect:
Sanlam Unity Umbrella Fund
20 December 2019 – E-mail communication to all Contracted Benefit Consultants and Contracted Financial Advisors with a link to their own clients’ revision statements.
13 January 2020 – E-mail communication to every participating employer with a link to their own revision statement effective from 1 March 2020. If for whatever reason you do not receive any of the communication intended for you, please query it with our Fund Secretariat as early as possible in February.
Sanlam Umbrella Pension Fund and Sanlam Umbrella Provident Fund
16 January 2020 – E-mail communication to all Contracted Benefit Consultants and Contracted Financial Advisors with a link to their own clients’ revision statements.
30 January 2020 – E-mail communication to every participating employer with a link to their own revision statement effective from 1 April 2020. If for whatever reason you do not receive any of the communication intended for you, please query it with our Fund Secretariat as early as possible in March 2020.