How to switch your investments

IMPORTANT NOTE: In-Fund Living Annuity members cannot make switches online and would need to complete the manual switch form and submit it to switch.south@sanlam.co.zaPlease scroll down to the bottom of the page to access the forms. 

1. Log in to Secure Services via https://www.retirementfundweb.co.za/ 

2. Click on the "View your retirement fund and/or group risk detail" option under the Retirement Funding heading:

3. You will be presented with various options – select "My Investments":

4. You will now be able to see where you are invested. Scroll down and click on "Request a Change":


6. The Investment Choice Request page will open. You can now make your new selection. The following screens will follow when you click on the "I want to select a pre-defined Trustee Investment Strategy" option: 





7. The Investment Choice Request page will open. You can now make your new selection. The following screens will follow when you click on the "I want to select my own portfolios" option: 



7.1 The following screens will follow when you click on the "My existing member share" option: 






7.2 The following screens will follow when you click on the "Future Contributions" option: 

NOTE: This option is only available to the active contributing members. This option is not available to the Phased and Deferred members.  






Forms

If you would prefer to do a manual switch, please download the applicable form, complete it, and submit it to switch.south@sanlam.co.za:

Click on one of the following to download the investment selections forms:





Deferred Phased members form



Our Contact Details

 



Enquiries

021 650 2934

Please send all comments or questions to:
UCTRF-enquiries@uct.ac.za

Fund website:
www.uctrf.co.za