Employer / Employee 1, 5.6, 7, 9, Signed new 1st of the month following Contribution % (Decrease) 11 quotation registration of amended Member special rules communication which furnishes reasons in terms of Regulation 24(a)(iii) of the Pension Funds Act Normal Retirement Age 1, 6.7, 7, 9, 11 Signed new 1st of the month following (Increase / Decrease) quotation registration of amended Member special rules communication which furnishes reasons in terms of Regulation 24(a)(iii) of the Pension Funds Act Amendments that require a new quotation (not applicable to Sanlam Unity Umbrella Fund) Indicate COA Section Additional Earliest Effective Date Type of Change change to Complete Documents Required for Change Change between Standard and 1, 5.9, 5.10, 7, Signed new quotation 1st of month following Comprehensive offering 9, 11 receipt of instruction Change between Standard to 1, 5.9, 5.10, 7, Signed new To be advised (depending Comprehensive Plus offering 9, 11 quotation on current portfolio) Signed application form Change between Standard and 1, 5.9, 5.10, 7, a. Signed new 1st of month following Optimal 9, 11 quotation receipt of instruction b. Member communication Change between 1, 5.9, 5.10, 7, a. Signed new 1st of month following Comprehensive and Optimal 9, 11 quotation receipt of instruction b. Member communication Change from Exclusive to 1, 5.8, 7, 9, 11 Signed new 1st of month following Inclusive Costing Structure quotation receipt of instruction. But Member if this can be deemed as communication a decrease in member which furnishes benefits: 1st of the month reasons in terms following registration of of Regulation amended special rules 24(a)(iii) of the Pension Funds Act Change from Inclusive to 1, 5.8, 7, 9, 11 a. Signed new 1st of month following Exclusive Costing Structure quotation receipt of instruction. But b. Member if this can be deemed as communication a decrease in member benefits: 1st of the month following registration of amended special rules
Employer / Employee Contribution % (Decrease) 1, 5.6, 7, 9, 11 Signed new quotation Member communication which furnishes reasons in terms of Regulation 24(a)(iii) of the Pension Funds Act 1st of the month following registration of amended special rules Normal Retirement Age (Increase / Decrease) 1, 6.7, 7, 9, 11 Signed new quotation Member communication which furnishes reasons in terms of Regulation 24(a)(iii) of the Pension Funds Act 1st of the month following registration of amended special rules Amendments that require a new quotation (not applicable to Sanlam Unity Umbrella Fund) Indicate change Type of Change COA Section to Complete Additional Documents Required Earliest Effective Date for Change Change between Standard and Comprehensive offering 1, 5.9, 5.10, 7, 9, 11 Signed new quotation 1st of month following receipt of instruction Change between Standard to Comprehensive Plus offering 1, 5.9, 5.10, 7, 9, 11 Signed new quotation Signed application form To be advised (depending on current portfolio) Change between Standard and Optimal 1, 5.9, 5.10, 7, 9, 11 a. Signed new quotation b. Member communication 1st of month following receipt of instruction Change between Comprehensive and Optimal 1, 5.9, 5.10, 7, 9, 11 a. Signed new quotation b. Member communication 1st of month following receipt of instruction Change from Exclusive to Inclusive Costing Structure 1, 5.8, 7, 9, 11 Signed new quotation Member communication which furnishes reasons in terms of Regulation 24(a)(iii) of the Pension Funds Act 1st of month following receipt of instruction. But if this can be deemed as a decrease in member benefits: 1st of the month following registration of amended special rules Change from Inclusive to Exclusive Costing Structure 1, 5.8, 7, 9, 11 a. Signed new quotation b. Member communication 1st of month following receipt of instruction. But if this can be deemed as a decrease in member benefits: 1st of the month following registration of amended special rules
SUF-Confirmation-of-Acceptance-Amendment_May-2017.docx