At the 2019 Sanlam Umbrella Fund Symposium, we discussed the product refresh taking place during the course of 2020. One of the gaps that we identified during our product analysis was that the Fund only provided an investment report back (an investment feedback presentation) to participating employers with more than R50m in assets under management. An investment report back is an important communication medium to assist the Contracted Benefit Consultant and their Joint Forums to make informed decisions on their default investment strategies.

The Sanlam Umbrella Fund now makes available a free annual investment report back to the Joint Forum of any participating employer with more than R10m in assets under management.

The investment report back service is only available to clients who utilise one of the four trustee endorsed default investment strategies and is for information only, no advice will be provided. Kindly contact your Client Relations Manager should you wish to make use of this service.