Administration updates
Tax numbers required for Section 14 transfers
With effect 1 March 2017, all retirement funds will be required to apply for a tax directive in respect of members transferring to the fund by means of a Section 14.
Submission of Amendments
The Administration team needs sufficient notice in order to implement an amendment.
Updated version of the Sanlam Unity Umbrella Fund Product Guide
We release the June 2017 version of the Sanlam Unity Umbrella Fund Product Guide for the attention of participating employers.
Participation of a group of companies in the Fund
Employers and members could face dire consequences if each employer in a group of companies is not registered as a separate participating employer in the Sanlam Umbrella Fund.
The Sanlam Umbrella Fund 2017 rate review
The annual rate review for all three underlying funds being the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Unity Umbrella Fund is now completed
Request for members’ contact details
The Board of trustees of the Sanlam Umbrella Fund has launched a project to obtain contact details for all members of the Fund.