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Fund Rules

As part of Sanlam’s endeavour to render outstanding client service, electronic access to the following retirement fund rules are made available to you. These rules govern the retail retirement funds underwritten and administered by Sanlam Life and retail retirement funds administered by Glacier.

Amendments to the fund rules will electronically be updated here as soon as possible after it has been approved by the registrar of pension funds. 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.

Central Retirement Annuity Fund Download PDF
Central Provident Fund Download PDF
Personal Portfolios Retirement Annuity Fund Download PDF
Personal Portfolios Preservation Provident FundDownload PDF
Personal Portfolios Preservation Pension Fund Download PDF
Sanlam Linked Retirement Annuity Fund Download PDF
Sanlam Preservation Pension Fund Download PDF
Sanlam Preservation Provident Fund Download PDF

Contact details

For queries relating to retirement fund rules:

Tel: +27 21 947 2507
E-mail: anne-marie.vandyk@sanlam.co.za

For queries relating to retirement funds administered by Sanlam and in which your employer participates, namely:

  • Sanlam Umbrella Pension or Provident Fund
  • Sanlam Futura Umbrella Retirement Fund
  • Any other Pension or Provident Fund

Contact number: 0861 223 646
E-mail: SEBClientCare@sanlam.co.za

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