As part of Sanlam's endeavour to render outstanding client service, electronic access to the following fund rules will be made available to you in future. These rules govern the retirement funds underwritten and administered by Sanlam Life.
Amendments to the fund rules will electronically be updated here so that the latest version will at all times be at your disposal. It is therefore your responsibility to ensure that should you have a printed version of a specific fund rule in your possession, that it at all times be the latest version.
Note: Some documents are in MS Word format.
Central Retirement Annuity Fund
Products linked to Fund: Stratus Retirement Annuity, Topaz Retirement Annuity, Stratus International Retirement Annuity, Cobalt Retirement Annuity |
| Fund Rules |
Click here |
|
|
| Retirement Fund bulletin |
|
|
|
| Regulation 28 |
23 April 2012 |
PDF |
42KB |
| Transfering benefits |
11 Nov 2010 |
PDF |
1328KB |
| Division of pension interest at divorce |
11 Nov 2010 |
PDF |
45KB |
| Amendments to retirement annuity fund legislation |
3 Sept 2010 |
PDF |
58KB |
| Death of a member |
14 April 2010 |
PDF |
59KB |
| Asset spread requirements |
10 May 2011 |
PDF |
39KB |
Sanlam Linked Retirement Annuity Fund
Products linked to Fund: Stratus Retirement Annuity, Cobalt Retirement Annuity |
| Fund Rules |
Click here |
|
|
| Retirement Fund bulletin |
|
|
|
| Regulation 28 |
23 April 2012 |
PDF |
42KB |
| Division of pension interest at divorce |
11 Nov 2010 |
PDF |
45KB |
| Amendments to retirement annuity fund legislation |
11 Nov 2010 |
PDF |
41KB |
| Death of a member |
14 April 2010 |
PDF |
59KB |
PPS Retirement Annuity Fund
Products linked to Fund: Stratus Retirement Annuity, Topaz Retirement Annuity, Stratus International Retirement Annuity |
| Fund Rules |
Click here |
|
|
| Retirement Fund bulletin |
|
|
|
Sanlam Preservation Provident Fund
Products linked to Fund: Stratus Provident Preserver |
| Fund Rules |
Click here |
|
|
| Retirement Fund bulletin |
|
|
|
| Regulation 28 |
23 April 2012 |
PDF |
42KB |
| Death of a member |
14 April 2010 |
PDF |
59KB |
| Asset spread requirements |
10 May 2011 |
PDF |
39KB |
Sanlam Preservation Pension Fund
Products linked to Fund: Stratus Pension Preserver |
| Fund Rules |
Click here |
|
|
| Retirement Fund bulletin |
|
|
|
| Regulation 28 |
23 April 2012 |
PDF |
42KB |
| Death of a member |
14 April 2010 |
PDF |
59KB |
| Asset spread requirements |
10 May 2011 |
PDF |
39KB |
Central Provident Fund
Products linked to Fund: Stratus Provident fund |
| Fund Rules |
Click here |
|
|
| Member Guide |
Click here |
|
|
| Retirement Fund bulletin |
|
|
|
| Regulation 28 |
23 April 2012 |
PDF |
42KB |
| Division of pension interest at divorce |
11 Nov 2010 |
PDF |
45KB |
| Death of a member |
14 April 2010 |
PDF |
59KB |
Personal Portfolios Retirement Annuity Fund
Products linked to Fund: Glacier |
| Fund Rules |
Click here |
Personal Portfolios Preservation Provident Fund
Products linked to Fund: Glacier |
| Fund Rules |
Click here |
Personal Portfolios Preservation Pension Fund
Products linked to Fund: Glacier |
| Fund Rules |
Click here |
Contact details
Tel: +27 21 947 3560
E-mail: louie-cecile.boonzaaier@sanlam.co.za.
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