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Sanlam Investments
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Transaction Forms

Manage your investments

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.

Existing Investor

Additional Investment Form
Investor Details Update Form
Disinvestment Form
Switching Form
Declaration to Confirm Residential Address
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

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Sanlam Life Insurance is a licensed financial service provider.
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