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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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Sanlam Investment Management Retirement Plan (SIM RP)

Are you looking for access to a retirement fund investment vehicle that is both tax-efficient and offers underlying investment choice? Sanlam Investments offers a retirement plan (SIM RP) that can help you achieve this goal. Read more

Sanlam Investment Management (“SIM”) provides an investment management solution within the Sanlam Investment Management Retirement Plan. This is offered under the Personal Portfolio Retirement Annuity Fund ("the Fund"). By investing in this plan, you become a member of the Fund which is administered by Glacier Financial Solutions (Pty) Ltd ("Glacier"). Investment choice is limited to unit trust funds managed by Sanlam Investment Management (“SIM”). Glacier and SIM are part of the Sanlam Group of Companies, and licensed as Financial Services Providers under the Financial Advisory and Intermediary Services Act, 2002.

You have a choice of three underlying investments (unit trusts) managed by SIM who has a proven investment track record. But best of all, you can make a single and/or regular personal investments into your plan and suspend your contributions for any period without any penalties. You can access your investment only once you retire, which is any age after 55, or earlier upon disability or emigration.

Note that the SIM Retirement Plan is substantially different from a unit trust, for example in terms of legal structure, administration, taxation, and access to funds. Download the brochure to learn more about this product before applying.

Fund Fact Sheets

In order to make informed decisions, research is key. Find out all there is to know about the various funds available on the SIM Retirement Plan by downloading the relevant fact sheets below. To find out what the effective annual cost for each fund will be, put our innovative EAC Calculator to the test.

Note: Changes to an existing investment, such as an additional lump sum, ad hoc increase in monthly debit order contributions or changes in intermediary fees, may result in a change to the Effective Annual Cost. To obtain an updated calculation, please contact our Communication Centre at +27 21 917 9002 or 0860 452 364.

Please note the following fund fact sheets/MDD’s are for the default class. The retirement class will be added soon.

Sanlam Investment Management Inflation Plus Fund Download PDF Calculate EAC
Sanlam Investment Management Money Market Fund Download PDF Calculate EAC
Sanlam Investment Management Balanced Fund Download PDF Calculate EAC

SIM RP Forms

View, print and complete the form of your choice.

Email or fax the completed form to or 021 947 9210

Application Form Download PDF
Switching/Rebalancing Form Download PDF
General Maintenance Form Download PDF
Change to Beneficiary Form Download PDF
Retirement Notification Form Download PDF
Terms and conditions Download PDF

Your retirement portfolio has to live as long as you do. Find out how.

Email us and we will assist you with your investment queries.

Sanlam Life Insurance is a licensed financial service provider.
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