Step 1:  Get to know your Fund, how it works, how much you contribute and your benefits by reading the member guide.

Step 2: Read about the benefits you have in the Fund.

Go to BENEFITS in the menu above.

Step 3: Complete your Nomination of Beneficiary Form and your Funeral Nomination form (very important).

Step 4: Read up about the Fund investments and if you are comfortable to remain in the Default Goals-Based LifeStage Model, you don’t have to do anything.  Or complete the Investment Option Form if you wish to select one of the portfolios on offer.  If you do not complete this form, you will be invested in the Default Goals-Based LifeStage Model.

Please note:  before you decide to choose an investment portfolio, please speak to a financial advisor.  See the details below.

Click here to read more about the Fund investments.

 Step 5: Register on the Secure Member Portal to see your own values and how your Fund Accumulated Credit grows.

Step 6: Get help and advice to help you plan for your retirement and understand your benefits.

Sanlam Benefit Counsellors

Toll-free number: 0800 111 956

WhatsApp or phone: 0861 223 646

Email: advicereferral@sanlam.co.za 

INFund Solutions

Phone: 012 880 5983

Email: mgf@infund.co.za 

Step 7: Stay on top of what is happening in the Fund.

Click here to read important communication from the Fund.

And just for fun!

Become financially savvy and grow your wealth by playing our fun simulation.

Click here to read short, interesting articles on how to become financially savvy

Click here to play our LivFin$mart Simulation