Information for Applicant 3 Applicant Full Name Identity Nr / Passport Nr Telephone Number Cell Number E-mail Address Type of Access required Viewer Administrator: Processor Financial Authorizer Type of access Suitable for Functionality available HR officer who needs View information on all members of the information only employer, including salaries, contribution amounts and reports. 1 Viewer No authorization to process or edit any Contracted Benefit Consultant / transactions on member records. Financial Adviser Payroll administrator, Salaries Full Access to view information of all administrator, HR members. Administrator: officer/administrator Authorised to process member movements, 2 Processor edit member details and contribution amounts, but cannot approve these. Financial Manager / Director, All functions as per role no. 2, plus, Financial Payroll administrator, Salaries Authorization of premium payments. 3 Authorizer administrator, HR officer/administrator 5 Method of payment for contributions Important information: The first month’s contributions must be paid by EFT. Thereafter, the electronic contribution payment collection method will automatically apply. As part of this electronic process, authorised payments are only done once a client confirms and set a payment date. 6(a) Contracted Benefit Consultant (CBC) Information 6.1 First Name & Surname (as registered with FSB) 6.2 ID number of CBC 6.3 E-mail address of CBC 6.4 Brokerage Name 6.5 Postal Address Postal Code: 6.6 Office Tel Number Fax Number
Information for Applicant 3 Applicant Full Name Identity Nr / Passport Nr Telephone Number Cell Number E-mail Address Type of Access required Viewer Administrator: Processor Financial Authorizer Type of access Suitable for Functionality available 1 Viewer HR officer who needs information only View information on all members of the employer, including salaries, contribution amounts and reports. No authorization to process or edit any transactions on member records. Contracted Benefit Consultant / Financial Adviser 2 Administrator: Processor Payroll administrator, Salaries administrator, HR officer/administrator Full Access to view information of all members. Authorised to process member movements, edit member details and contribution amounts, but cannot approve these. 3 Financial Authorizer Financial Manager / Director, Payroll administrator, Salaries administrator, HR officer/administrator All functions as per role no. 2, plus, Authorization of premium payments. 5 Method of payment for contributions Important information: The first month’s contributions must be paid by EFT. Thereafter, the electronic contribution payment collection method will automatically apply. As part of this electronic process, authorised payments are only done once a client confirms and set a payment date. 6(a) Contracted Benefit Consultant (CBC) Information 6.1 First Name & Surname (as registered with FSB) 6.2 ID number of CBC 6.3 E-mail address of CBC 6.4 Brokerage Name 6.5 Postal Address Postal Code: 6.6 Office Tel Number Fax Number
Sanlam-Unity-Umbrella-Fund_Confirmation-of-Acceptance_November-2016.docx