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Sanlam Investments
Skip Navigation LinksExisting Investor

Transaction Forms

Manage your investments

Simply view, print and complete the form of your choice, and email or fax the completed form to UTinstructions@sanlaminvestmentssupport.com or +27 86 072 4467.

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
Tax Information Addendum - Entities
Tax Information Addendum - Individuals

Read More about Regulatory Requirements

Automatic Exchange of Information (AEOI)

*Total Expense Ratio Download PDF

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Sanlam Life Insurance is a licensed financial service provider.
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