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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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Forms

Select and complete a PDF fillable form. This can be emailed to UTinstructions@sanlaminvestmentssupport.com.

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.

Declaration to Confirm Residential Address
ENG  |  AFR
Cession Form
ENG  |  AFR
Transfer Form
ENG  |  AFR
Withholding Tax on Interest Declaration Form (WTI)
ENG  |  AFR
Dividends Tax Form - DTD(EX) - Exemption from tax
ENG  |  AFR
Dividends Tax Form - DTD (RR) - Reduced rate of tax
ENG  |  AFR
Tax information addendum - Entities
Tax information addendum - Individuals

Read more about regulatory requirements

Automatic Exchange of Information (AEOI)
Terms and Conditions
ENG  |  AFR

 

*Total expense Ratio Download PDF

Sanlam Life Insurance is a licensed financial service provider.
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