The release of the final Smooth Bonus Conduct Standard was timeous and relevant.
Danie van Zyl discusses the concept of market value adjustments as a means of protecting members of smoothed bonus portfolios during times of negative investment returns.
As the extended lockdown takes its toll, retirement savings are being viewed by some as a kitty to survive the lockdown.
Avishal Seeth has been appointed as the Head of Sanlam Umbrella Solutions effective 1 June 2020.
In light of these uncertain economic times, we hosted an Investment Feedback Session for you, our valued clients.
We ask you to stay aware, vigilant and mindful to assist us in safeguarding your information to the best of our ability.