Default Portfolio Change (refer 1, 5.11, 7, 9, None To be advised to cost as outlined in The Fund 11 (depending on current in Detail/Product Guide) portfolio) within 5 days of receipt of valid switch request. Change to member customised 1, 5.13, 7, COA Annex 01 To be advised investment choice 9, 11 (depending on current portfolio) within 5 days of receipt of valid switch request. Change to tailored default 1, 5.12, 7, 9, COA Annex 02/03 To be advised investment strategy 11 (depending on current portfolio) within 5 days of receipt of valid switch request. Change to tailored lifestage 1, 5.12, 7, 9, COA Annex 03 (on To be advised strategy 11 request) (depending on current portfolio) within 5 days of receipt of valid switch request. Change to Consultant tailored 1, 5.12, 7, 9, COA Annex 04 (on To be advised (depending Default Strategy 11 request) on current portfolio) within 5 days of receipt of valid switch request. Change from Comprehensive to 1, 5.10, 9 Signed application To be advised (depending Comprehensive Plus form on current portfolio) within 5 days of receipt of valid switch request. Change from Comprehensive to 1, 5.10, 9 Signed application To be advised (depending Glacier Institutional Wrap Funds form on current portfolio) within 5 days of receipt of valid Solution switch request. Allow Glacier as an option 1, 7, 9, 11 To be advised (depending on current portfolio) within 5 days of receipt of valid switch request. Amendments that require a new quotation (applicable to the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Unity Umbrella Fund) Indicate COA Section Additional Earliest Effective Date Type of Change change to Complete Documents Required for Change
Default Portfolio Change (refer to cost as outlined in The Fund in Detail/Product Guide) 1, 5.11, 7, 9, 11 None To be advised (depending on current portfolio) within 5 days of receipt of valid switch request. Change to member customised investment choice 1, 5.13, 7, 9, 11 COA Annex 01 To be advised (depending on current portfolio) within 5 days of receipt of valid switch request. Change to tailored default investment strategy 1, 5.12, 7, 9, 11 COA Annex 02/03 To be advised (depending on current portfolio) within 5 days of receipt of valid switch request. Change to tailored lifestage strategy 1, 5.12, 7, 9, 11 COA Annex 03 (on request) To be advised (depending on current portfolio) within 5 days of receipt of valid switch request. Change to Consultant tailored Default Strategy 1, 5.12, 7, 9, 11 COA Annex 04 (on request) To be advised (depending on current portfolio) within 5 days of receipt of valid switch request. Change from Comprehensive to Comprehensive Plus 1, 5.10, 9 Signed application form To be advised (depending on current portfolio) within 5 days of receipt of valid switch request. Change from Comprehensive to Glacier Institutional Wrap Funds Solution 1, 5.10, 9 Signed application form To be advised (depending on current portfolio) within 5 days of receipt of valid switch request. Allow Glacier as an option 1, 7, 9, 11 To be advised (depending on current portfolio) within 5 days of receipt of valid switch request. Amendments that require a new quotation (applicable to the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Unity Umbrella Fund) Indicate change Type of Change COA Section to Complete Additional Documents Required Earliest Effective Date for Change
SUF-Confirmation-of-Acceptance-Amendment_May-2017.docx