Sanlam Limited · JSE:SLM
Sanlam — Fact Sheet (May 2016)
6 slides from Sanlam's fact sheet, May 2016
Slide 1: Why choose the Sanlam Umbrella Fund?
The Sanlam Umbrella Fund Why choose the Sanlam Umbrella Fund? The Sanlam Umbrella Fund provides a structure for employers to offer their employees a flexible retirement savings and insured benefits package. This offers employers and their employees a cost- effective and need-specific savings solutio
Slide 2: The Sanlam Umbrella Fund options
The Sanlam Umbrella Fund Sanlam Standard Optimal Compre- Futura Option Option hensive Option Choose between a provident or pension Choose between a provident or pension Option Provident fund only fund fund Choose between a Choose from four One trustee-approved provident or pension One trustee-approv
Slide 3: Investment menu at a glance
The Sanlam Umbrella Fund Investment menu at a glance Investment Strategy / Portfolio Standard Optimal Comprehensive In-Fund Preservation Option Option Option Members / Phased Retirees / In-Fund Living Annuitants Sanlam Lifestage √ √ √ Volatility Protection Strategy √ √ √ Passive Lifestage Strategy √
Slide 4: Sanlam's electronic contribution process - a new way of administration
The Sanlam Umbrella Fund Sanlam’s electronic contribution process - a new way of administration A complete solution for updating monthly member data and payment of contributions that: Is simple, quick and efficient with no room for errors. Cuts out the manual processes, leaving the employer complete
Slide 5: Continuous membership of the Sanlam Umbrella Fund
The Sanlam Umbrella Fund Continuous membership of the Sanlam Umbrella Fund The world of retirement is currently going through its most intense period of change ever, and the Sanlam Umbrella Fund is at the forefront of new developments. Our aim is to provide a simple, easy and convenient pre- to post
Slide 6: A wide selection of investment choices
The Sanlam Umbrella Fund A wide selection of investment choices The Sanlam Umbrella Fund offers extensive investment options. The Sanlam Futura and Optimal options have a single trustee-approved default strategy, and under the Standard and Comprehensive options, employers may choose from four truste