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Name: Fillable Online Sanlam Umbrella Fund Member Investment Selection Form for Paid-up, Phased Retiree, and Extended Range in-fund Living Annuitant - August 2022 Fax Email Print - pdfFiller
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This form is for members of San lam Umbrella Fund who wish to select or change their investment portfolios. It includes detailed instructions and options for investment choices within the fund. Members can choose up to a maximum of 4 portfolios from various ranges offered by San lam Corporate. The form also outlines the declaration process for those who have or have not received financial advice, emphasizing the responsibility of the member in selecting their portfolios.

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How to fill out suf member investment selection

01

Log in to your account on the Suf website.

02

Click on the 'Member Investment Selection' tab.

03

Review the available investment options.

04

Select the investment options that best fit your financial goals and risk tolerance.

05

Confirm your selections and submit the form.

Who needs suf member investment selection?

01

Members of Suf who want to make investment choices for their retirement savings.

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What is suf member investment selection?

Suf member investment selection is the process of choosing investment options within a Self-Managed Super Fund (SMSF).

Who is required to file suf member investment selection?

All members of a Self-Managed Super Fund (SMSF) are required to file suf member investment selection.

How to fill out suf member investment selection?

To fill out suf member investment selection, members need to review and select from the investment options provided by the SMSF.

What is the purpose of suf member investment selection?

The purpose of suf member investment selection is to allow members to customize their investment portfolio within the SMSF.

What information must be reported on suf member investment selection?

The information reported on suf member investment selection includes the chosen investment options, allocation percentages, and any changes made to the portfolio.

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