Sanlam Retirement Annuities Fund

FEEDBACK FROM THE SANLAM SURVEY
Their retirement fund. Of the trustees surveyed, the most popular retirement options included living annuities, guaranteed fixed The annual Sanlam Survey on retirement funds surveys a number of funds to establish trends emerging ... Doc Retrieval

By On
Retirement Annuity Fund (the FUND). The FUND will take out a plan with us, Sanlam Life Insurance Fund category: Sanlam Life Funds Fund group: Managed Options - Onshore Absolute Return Fund (CPI + 5%) 54 Cautious 100.00 Total 100.00 ... Fetch Doc

THE SUPREME COURT OF APPEAL OF SOUTH AFRICA
African Retirement Annuity Fund (‘SARAF’), Sanlam Life Insurance Limited, the second appellant, is the underwriter three retirement annuities concerned, was competently made in terms of s 9, read with s 7(7)(a), of the Act. ... View Full Source

RETIREMENT Retirement Plan - Home - Discovery - An Authorised ...
Specifically to fund your retirement, and the way it works is regulated by South African legislation. Two significant features of a retirement annuity in South Africa: • Your contributions into a retirement annuity are tax deductible ... Read More

PRODUCT LIST
PLANS, LIFE ANNUITIES AND TERM ANNUITIES MARKETED BY SANLAM SINCE 1979 3.1 Existing plans as well as Life and Term Annuities ………………… 88 (Sanlam Namibia Retirement Annuity Fund) ……………………………………. ... Document Retrieval

Claim For Lump Sum Disability Benefit And/or Monthly ...
Sanlam 12/2012 Declaration by fund/scheme partner, assurance company, a pension or retirement annuity fund, any governmental fund or any other source.) Yes No  If 'Yes', please give the following details: Regular amounts (Including Life annuities.) Source of benefit Amount (R ... Fetch Here

ECentral Retirement Annuity Fund
CENTRAL RETIREMENT ANNUITY FUND Reference numbers: The registered office of the FUND is: SANLAM LIFE INSURANCE LIMITED, 2 Strand Road The sole purpose of the FUND is to provide life annuities for the MEMBERS of the FUND or annuities for the DEPENDANTS or NOMINEES of deceased MEMBERS. The ... Content Retrieval

SECTION A GENERAL INFORMATION Section COOLING-OFF PERIOD ...
Sanlam Namibia Retirement Annuity Fund • Death certificate • Details of Dependants form • Will • Divorce order and deed of settlement (if the assured was divorced at the time of death). − Provident Fund policies − Retirement Annuities ... Read Full Source

Investor’s Profile About The fund
Fund Manager Sanlam Investment Management (SIM) Risk Level Cash Fund Value R6 138.8m Commencement Date 01 January 1999 Fixed Admin Charge 1.25% p.a. Fixed Asset Management Charge Endowments Retirement Annuities . Guaranteed Capital Fund ... Read Here

Understanding The Costs Of Transfer
The fees for the Sanlam administered section of the PPS Retirement Annuity can be obtained can also ask Sanlam to calculate the specific costs associated with their retirement annuities. Section of the PPS Retirement Annuity Fund. ... Fetch Content

PENSIONER - Sanlam Benchmark
Investment Linked Living Annuities increased from 5% to 9% and that “With-profit” Annuities also increased from 6% to RETIREMENT FUND SOLUTIONS GLACIER BY SANLAM Samkelo Zwane SOLUTIONS SPECIALIST GLACIER BY SANLAM. BENCHMARK Survey 2011: Pensioners Page 5 ... Return Doc

Sanlam Response To PPS
Retirement Annuities (RAs) to new business. This decision takes effect on 1 October. On Friday, 14 September the principal officer of the Fund informed Sanlam of this decision. Intermediaries and the general media were notified on the same day and news regarding ... Document Retrieval

Ten Ways To Save Tax With A RA
(iv) The abolition of retirement fund tax as announced in the 2007-budget Now that retirement annuities funds have improved values for fund members in the Sanlam also pays a “loyalty bonus ... Fetch Doc

Practice Note 175
Respect of section 14 transfers from their underwritten retirement annuities (“RA”) to our retirement annuity fund. that is transferred from a Sanlam RA fund. We have therefore decided to disallow initial and ... Fetch Document

Business Review Sanlam Personal Finance
98 Sanlam Annual Report 2009 Sanlam has one of the best o Flexible investment-linked annuities o Guaranteed annuities o Retirement annuity and preservation fund solutions • Providing for non-retirement savings needs ... Document Retrieval

AEB2051 09/2009 Application Form For - Robin Van Den Berg ...
As required by the Pension Funds Act the member must pay contributions directly to Sanlam Life, and not to the FUND. Sanlam Life receives the contributions as the payments on the plan. (not applicable to retirement annuities). ... Fetch Document

Shaping The Future Of The retirement fund Industry
Intermediary appointed by the retirement fund 11 4.4 Trustees of the fund 32 12.8 Human Resources officer at your previous employer 43 17.2 Head: Annuities Sanlam Structured Solutions Tel: 021 950 2974 Fax: 021 950 2899 Email: karendk@sim.sanlam.com Bernadine Petersen ... Get Content Here

KNZ Bulletin
Now that retirement annuities. ©Sanlam Life Limited. 14/01/2011. E&OE. RA fund contributions that are paid by an employer from pre-tax income of the employee were from 1 March 2010 a deduction for the member. ... Access Doc

Sanlam Personal Finance
Sanlam Life Namibia 100 Closed fund business in Namibia › Flexible investment-linked annuities › Guaranteed annuities › Ensuring transfer of wealth between generations fees for section 14 retirement annuity fund transfers. ... Access Full Source

Using A retirement annuity As A Estate Planning Tool
By Sanlam 22 March 201 1 COMPILED BY: TINY CARROLL OF GLACIER FIDUCIARY SERVICES VOLUME 35 Using a retirement annuity as an estate planning tool Since the abolition of retirement fund tax the build-up in retirement annuities is totally tax free. ... Read Full Source