Performance Information Reporting Function (Reference No.: HRREC006/23)
Sanlam Umbrella Fund - Participating Employer Administration Guide
This administration guide summarises the process and timeframe that follows after an employer has signed an application to join the Sanlam Umbrella Fund. The employer must nominate a contact person at his/her office, who will be dealing with Sanlam Umbrella Solutions on a day-to-day basis. All correspondence from Sanlam will be directed to this contact person.
Sanlam Umbrella Fund - THE FUND IN DETAIL
This document summarises the terms and conditions of participation in the Standard and
Comprehensive product options of the Sanlam Umbrella Fund (“the Fund”) as applicable at the
date of publication. These terms and conditions apply from 1 July 2022 to all participating employers in the Fund. The
document may be amended from time to time with 30 days’ notice to the participating employers.
