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The information on the Adviser and Institutional areas of this site have been tailored for investment professionals. Appropriate product, fund and service information for private investors can be accessed on the Personal area of our site. Terms & conditions .

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Minimum Disclosure Documents

 

 

Retailhttp://www.sanlaminvestments.com/financialplanners/factsheetcentre/Pages/retail.aspxRetailMinimum Disclosure Documents from our Retail offering.http://www.sanlaminvestments.com/SIBannerImages/Rand Denominated_1920x226.jpg?RenditionID=5, /SIBannerImages/Rand Denominated_1920x226.jpg?RenditionID=5
Institutionalhttp://www.sanlaminvestments.com/financialplanners/factsheetcentre/Pages/institutional.aspxInstitutionalMinimum Disclosure Documents from our Institutional offering.http://www.sanlaminvestments.com/SIBannerImages/Institutional_1920x226.jpg?RenditionID=5, /SIBannerImages/Institutional_1920x226.jpg?RenditionID=5
Tax-Freehttp://www.sanlaminvestments.com/financialplanners/factsheetcentre/Pages/tax-free.aspxTax-FreeMinimum Disclosure Documents from our Tax-Free offering.http://www.sanlaminvestments.com/SIBannerImages/Tax-free.jpg?RenditionID=5, /SIBannerImages/Tax-free.jpg?RenditionID=5
Co-Brandshttp://www.sanlaminvestments.com/financialplanners/factsheetcentre/Pages/co-brands.aspxCo-BrandsMinimum Disclosure Documents from our Dual Brands offering.http://www.sanlaminvestments.com/SIBannerImages/Fact Sheet Centre_1920x226.jpg?RenditionID=5, /SIBannerImages/Fact Sheet Centre_1920x226.jpg?RenditionID=5

Investor Notices

As a result of African Bank being placed under curatorship, which occurred on 10 August 2014, Sanlam Collective Investments (RF) (Pty) Ltd immediately wrote down the relevant asset values to levels in line with where the market priced these impaired assets. A very small portion of our funds is still exposed to African Bank debt instruments.

Should you require any further details, please contact our Client Contact Centre on 0860 100 266.

Sanlam Collective Investments (RF) (Pty) Ltd (SCI) managed the local administration and support services for Sanlam Asset Management(Ireland) Ltd (SAMI). Going forward, we will no longer offer these services. The good news is that clients have a few alternative options and that we will help clients through this transition. To keep inconvenience to clients to a minimum, we will submit documents on the client’s behalf to their selected alternative administration and support services provider, if we already have the valid documentation on file. Where possible, we will also open a new account for clients and will handle the transfer of units.

If you currently invest in offshore unit trusts via SAMI, contact us for more information at service@sanlaminvestments.com or +27 21 916 1800 / 0860 100 266.

Sanlam Life Insurance is a licensed financial service provider.
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