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 Title Date
1366 The Who The What The Why The How 24 Mar 2015
1325 Reregistrations Guide
1315 Sanlam Smooth Portfolios Guide 24 Mar 2015
1296 Online Applications User Guide 23 Mar 2015
1230 Sanlam Portal Product Guide 23 Mar 2015
1209 SP At A Glance 28 May 2015
Key Literature
Ref Title Date
1204 Sanlam Portal Terms & Conditions 20 Mar 2015
1203 Sanlam Portal Charges & Minima Grid 28 May 2015
1202 Sanlam Portal Key Features 20 Mar 2015
Discretionary Loan Trust Literature
Ref Title Date
8670 Discretionary Loan Trust Loan Agreement 24 Mar 2015
8668 Discretionary Loan Trust Acknowldgement 24 Mar 2015
8664 Discretionary Loan Trust Guide 24 Mar 2015
8663 Discretionary Loan Trust Deed 24 Mar 2015
8072 Discretionary Loan Trust At A Glance 24 Mar 2015
Discretionary Gift Trust Literature
Ref Title Date
8660 Discretionary Gift Trust Guide 24 Mar 2015
8659 Discretionary Gift Trust Deed 24 Mar 2015
8071 Discretionary Gift Trust At A Glance 24 Mar 2015
Discounted Gift (Bare) Trust Literature
Ref Title Date
1125 Discretionary Discounted Gift (Bare) Trust Guide 24 Mar 2015
1124 Discretionary Discounted Gift (Bare) Trust Deed 24 Mar 2015
8671 Discounted Gift (Bare) Trust Addendum 24 Mar 2015
Absolute Gift Trust Literature
Ref Title Date
8680 Absolute Gift Trust Guide 24 Mar 2015
8679 Abolute Gift Trust Deed 24 Mar 2015
BypassTrust Literature
Ref Title Date
1349 Bypass Trust At A Glance 24 Apr 2015
1348 Bypass Trust Guide 24 Apr 2015
1329 Bypass Trust Deed 24 Apr 2015
Factsheets
Ref Title Date
1367 Sanlam Smooth Factsheet 24 Apr 2015
1311 Accel SRI Model Portfolios Factsheet 22 May 2015
1265 Sanlam Accel Income Fund Factsheet 22 May 2015
1233 Accel Passive Model Portfolios Factsheet 06 May 2015
1227 Accel Active Model Portfolios Factsheets 06 May 2015
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