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Sanlam Investments
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Online Investing and Forms

Amid the ongoing coronavirus pandemic, we encourage you to manage your unit trust investment on our digital platforms. For new investors, go to Smart Invest. For existing investors, go to Secure Services.

We recommend speaking to a financial adviser before making any big investment decisions, or use our online investment tool to manage your money more efficiently.

Transact Online

Investing towards your investment goal has never been this easy. Sanlam Investments offers secure online platforms which enable you to manage your investments from the comfort of your home. We’ve ensured your experience is as seamless and secure as possible. Access your combined portfolio, consult a financial adviser, and start planning for your financial future from one convenient location.

When you register for online access, you will be able to:

  • View all your Sanlam products in one place
  • Track the progress of your investments and view your investment balances
  • Generate an investor statement or tax certificate
  • Make additional once-off investments
  • Change your debit order instructions
  • Make withdrawals
  • Switch between funds
  • View transaction history

Secure Services

Secure Services provides access to your combined portfolio of Sanlam products including Sanlam Private Wealth, Glacier, Sanlam Collective Investments, Sanlam Individual Life, Sanlam Reality, Sanlam Employee Benefits and Sanlam Sky.

To register for Secure Services you need to have your investor number, a valid email address and cell phone number handy. Once you have registered, you will only have “view access”, however you can upgrade your access to “transact”, at which point we will ask you to upload a copy of your ID document and a copy of your cell phone account for security reasons.


WhatsApp Self-service

The WhatsApp channel allows you to make additional investments into your current fund(s) and/or expand your investments to include the Core Fund range. Access your balance and investor statements on the go and retrieve tax certificates. All of these can be accessed securely and conveniently, 24/7.

Add our number, 0860 100 266, as a contact on your phone. Then simply type ‘Hi’ on WhatsApp to get started.

Scan the QR code below:

Are you using your cell phone or are you on WhatsApp Web? Open the service in WhatsApp.

Transaction Forms – Existing Investors

Additional Investment Form
Investor Details Update Form
Disinvestment Form
Switching Form
Cession Form
Transfer Form
Withholding Tax on Interest Declaration Form (WTI)
Dividends Tax Form – DTD (EX) – Exemption from tax
Dividends Tax Form – DTD (RR) – Reduced rate of tax

Read More about Regulatory Requirements

Automatic Exchange of Information (AEOI)
Total Expense Ratio (TER)

Ongoing Ballots

Ballot letters are available for download below for any ongoing amalgamations or fund changes taking place at Sanlam Collective Investments (SCI). If you are an investor in one of the funds being affected, please read through the ballot letter and vote on the proposal before the deadline. The voting period (initial date prior to the deadline) appears in brackets after the fund that is affected at SCI. Please keep your details up to date on Secure Services to ensure that you receive the information.

Ballot letter Ampersand Offboard to BCI (30 May 2023 - 12 July 2023)
Ballot letter MFS Offboard to BCI (30 May 2023 - 12 July 2023)
Ballot letter Northstar Offboard to BCI (30 May 2023 - 12 July 2023)
Ballot letter Catalyst SCI Flexible Property Fund (25 May 2023 - 7 July 2023)

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