| Stakeholder group
| Specific stakeholders |
Examples of engagement methods |
Authorisers |
Shareholders/Investors
| There is ongoing interaction between our senior
executives and shareholders and investors through
our:- Investor Relations Department*
- Annual General Meeting and
- Annual
Report Shareholder national road-show
- Investor
presentations and
- road-shows (twice per
year)
- Analyst Days (once per
year)
- One-on-one meetings between investors and
senior Group executives
- Investor Perception
Audits conducted on our behalf by a third party (Brunswick,
in 2008*)
*For the eighth
time since its listing in 1998, the Investment Analysts Society of
Southern Africa voted Sanlam as the best communicator to its
shareholders in the Financial – Life Assurance and Insurance Sector of
the JSE in 2008. |
| Regulatory bodies | We cooperate with a wide range
of regulatory bodies to help shape industry policy and improve
industry-wide practices and oversight mechanisms, through:
- Advisory groups
- Task forces
- Commissions of enquiry
|
|
Government | We
cooperate with government advisory groups on an ongoing basis to help
shape public policy – such as on the formulation of the principles for
the proposed new National Social Security Scheme.
|
|
Influencers
| NGOs &
universities | We have long-term
partnerships with a number of credible NGO’s – such as the World Wide
Fund for Nature South Africa (WWF) – and universities, such as Nelson
Mandela Metropolitan University, University of Cape Town and University
of the Western Cape. |
Industry associations
| We contribute actively to the
development and implementation of key regulations that affect the
industry through various industry
associations:- Association for Savings and
Investments (ASISA) (of which our Group Chief Executive is the current
Chairman)
- Business Unity SA (BUSA)
- National Business Initiative NBI)
|
| Communities |
We engage with various community groups through:
- Our community-based sponsorship initiatives.
- Our CSI department and the many CSI projects that we
support
- The Ubuntu-Botho Community Development
Trust, which invests in developmental projects for the benefit of
impoverished communities.
|
|
Business
partners | BEE
partners | We have regular contact
with our Ubuntu-Botho partners and consult them about appropriate
financial solutions for the emerging market through:
- Our Group Account Manager: Ubuntu-Botho, who plays a
co-ordination role with the empowerment group
- A
number of Sanlam/Ubuntu-Botho Provincial Advisory Boards that operate
as a cross-selling platform
- A Shareholder
National Road-show at which Sanlam business units are given the
opportunity to share their new products and opportunities with
Ubuntu-Botho and other shareholders
- The
Sanlam/Ubuntu-Botho Annual Conference, which aims to identify a series
of actions to ensure that the relationship continues to work
well.
|
|
Employees | We
communicate regularly with our employees through:
- Employee performance appraisal sessions
- Monthly ‘Headway’communication and other communiqués from the
Group Chief Executive
- Executive management feedback
sessions
- Sandaba internal
newsletter
- Intranet
- Employee
satisfaction/climate surveys
|
| Intermediary
sales agents/brokers | We
communicate regularly with our intermediaries through:
- Our network of Broker Consultants, who maintain regular
contact with all Sanlam-accredited brokers
- ‘Tempo’, our monthly product-focused newsletter for
intermediaries
- Regular broker forums, seminars and
awards programmes
|
| Retirement
fund trustees | We communicate with
our pension fund trustees through a number of mechanisms,
including: - ‘Insight’, our monthly newsletter for
pension fund trustees
- Trustee training sessions
for pension fund trustees
|
|
Suppliers | We conduct
annual supplier workshops and prescribe certain BEE criteria in our
Sanlam procurement policies |
|
Customers | Policyholders and
investment clients | We interact
with our clients on an ongoing basis through:- Our
network of field force advisers
- Regular
correspondence, newsletters and our website
- Customer feedback mechanisms such as our customer service
department and client contact centres
- Our
Internal Ombudsman
- Customer satisfaction
surveys
|
