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Retirement Funds

This section provides members of Sanlam’s retail retirement funds with information such as fund rules and information regarding Regulation 28. You can also read and subscribe to Retirement Fund bulletins covering topics like retirement fund changes, duties of trustees and tax matters.

 Information

 

 

Retirement Fund Bulletinshttp://www.sanlam.co.za/retirementfunds/Pages/member-information.aspxRetirement Fund BulletinsThe trustees of the Sanlam Life retail retirement funds from time to time communicate important information to members by means of articles.http://www.sanlam.co.za/CoZaBannerImages/Retirement.jpg?RenditionID=5 , /CoZaBannerImages/Retirement.jpg?RenditionID=5
Fund Ruleshttp://www.sanlam.co.za/retirementfunds/Pages/fund-rules.aspxFund RulesThese rules govern the retail retirement funds underwritten and administered by Sanlam Life and the retail retirement funds administered by Glacier.http://www.sanlam.co.za/CoZaBannerImages/Retirement.jpg?RenditionID=5 , /CoZaBannerImages/Retirement.jpg?RenditionID=5
Regulation 28http://www.sanlam.co.za/retirementfunds/Pages/regulation-28.aspxRegulation 28Regulation 28 is issued under the Pension Fund Act. It limits the extent to which retirement funds may invest in particular assets or in particular asset classes.http://www.sanlam.co.za/CoZaBannerImages/Retirement.jpg?RenditionID=5 , /CoZaBannerImages/Retirement.jpg?RenditionID=5

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