PLEASE NOTE: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.
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:
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.
The WhatsApp channel allows you to view your investment balance, retrieve tax certificates and investor statements, and read FAQs on the go. You can access this channel using one the following methods:
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 cellphone or are you on WhatsApp Web? Open the service in WhatsApp.
Ballot letters are available for download below for any ongoing amalgamations taking place at Sanlam Collective Investments (SCI). If you are an investor in one of the funds being amalgamated, 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.
Please complete the following information.