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Administration updates

Cancellation of Tax Directives

SARS issued a letter to the Institute of Retirement Funds Africa cautioning against the cancellation of tax directives.

December 2015 version of The Fund in Detail

We are releasing herewith the December 2015 version of The Fund in Detail document. It includes the new In-Fund product offerings. The updates to the new version have also been summarised in the document below.Summary...

August 2015 version of the Fund in Detail

We have released the August 2015 version of the Fund in Detail document. It includes Sanlam Umbrella Fund’s new Optimal product offering which has a default investment strategy while allowing for flexibility at...

Product refresh

The Sanlam Umbrella Fund now offers the best of both worlds. On the one hand it is the ideal retirement vehicle for members looking for a stock standard retirement fund and on the other hand the Fund caters for the...

2015 Trustee Report

The Sanlam Umbrella Fund Board of Trustees released the 2015 Trustee Report at the AGMs. It is a comprehensive report on:The Sanlam Umbrella Pension and Provident Funds,The Sanlam Futura Umbrella Retirement Fund andThe...