Sanlam Investments and Pensions

Sanlam Portal

Making your life easier

This particular area is intended for financial professionals only. The content is only approved for use by authorised and regulated financial professionals and should not be relied upon by any other individual.

If you are not a financial adviser, or do not represent an authorised and regulated firm, please return to the homepage.


At Sanlam we understand that time is money, which is why we have developed the Sanlam Portal for you.

The Sanlam Portal is a new service that offers ‘wrap like’ features and increased administrative efficiencies in order to help you better manage your time with your clients.

The whole purpose of using the Sanlam Portal is to make your job easier. That means:
• Simple charging structure
• Online illustrations
• Online valuations
• Online transaction history
• Consistent application process
• Consolidated reporting pack including annual tax statement for GIA

Through the Sanlam Portal you can select from four different products that can generally all invest in various regulated collectives. Again to make your life easier, many of the features are identical across all four products. The products available are:

• General Investment Account
• New Individual Savings Account
• Personal Pension
• Onshore Bond

The Sanlam Portal combined with the Accel risk profiler and Accel investment solutions (Model Portfolio Service and Select Fund Service), may provide an end to end investment solution – taking the client from risk preference analysis through to investment & portfolio management.

To access our advanced online services please log in via the link on the right.

For all your literature needs please scroll down.

Guides
Ref: Description Print Date
1296 Sanlam Portal Online Application User Guide 27 Feb 2015
1203 SP Charges and Minima Grid 27 Jun 2014
1202 SP Key Features Document 27 Jun 2014
1184 Trust Decision Maker 28 Mar 2014
Application Forms
Ref: Description Print Date
1199 SP NISA Application Form 27 Jun 2014
1216 SP NISA Additional Transfer Application Form 27 Jun 2014
1264 SP Personal Pension Top Up Application 09 Apr 2014
1239 SP Capped Drawdown Application Form 31 Mar 2014
1201 SP Personal Pension Application Form 20 Mar 2014
1200 SP GIA Application Form 20 Mar 2014
1198 SP Onshore Bond Application Form 14 Mar 2014
Discretionary Loan Trust Literature
Ref: Description Print Date
8670 Loan Agreement 24 Apr 2014
8664 Adviser's Guide 28 Mar 2014
8663 Trust Deed 26 Mar 2014
8688 Trust Completion Notes 24 Mar 2014
8072 At a Glance 18 Mar 2014
8668 Acknowledgement of receipt of the loan by the Trustees 14 Mar 2014
Discretionary Gift Trust Literature
Ref: Description Print Date
8660 Adviser's Guide 28 Mar 2014
8669 Deed of Appointment of Trustees 26 Mar 2014
8659 Trust Deed 21 Mar 2014
8071 At a Glance 18 Mar 2014
Discounted Gift (Bare) Trust Literature
Ref: Description Print Date
1125 Adviser's Guide 28 Mar 2014
1124 Trust Deed 26 Mar 2014
8671 Addendum to the Bond Application 26 Mar 2014
8667 Medical Questionnaire 14 Mar 2014
Discretionary Discounted Gift Trust Literature
Ref: Description Print Date
8667 Medical Questionnaire 31 Mar 2014
8662 Adviser's Guide 28 Mar 2014
8661 Trust Deed 26 Mar 2014
8073 At a Glance 18 Mar 2014
Absolute Gift Trust Literature
Ref: Description Print Date
8680 Adviser's guide 28 Mar 2014
8679 Trust Deed 26 Mar 2014
Bypass Trust Literature
Ref: Description Print Date
1020 Change of beneficiary 07 Jul 2014
1349 Bypass Trust At a Glance 07 Jul 2014
1348 Bypass Trust Guide 07 Jul 2014
1329 Bypass Trust Deed 07 Jul 2014
Other
Ref: Description Print Date
1330 Generic Bed and ISA illustration 10 Mar 2015
1315 Sanlam Smooth Portfolios Client Guide 28 Apr 2014
1332 Pension Scheme Allowances & Tax Charges 28 Mar 2014
Search
Related Links