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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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Tools and Apps

We know that it can be challenging to make the right decisions about your finances when you don’t work with money every day, like we do. We have therefore created two handy tools to help you make investment decisions. We recommend consulting with a financial planner to help you grow your money while taking into account your personal circumstances and preferences. You and your financial planner can also use these tools together.

 Unit Trusts

You invest for different reasons than your family members or your colleagues. The way you invest may also differ – not everyone wants to or is willing to take on the same level of risk. Our unit trusts provide easy, affordable access to the markets. Depending on your investment goals, you can choose the fund that is most suitable for you. To ensure you make the best decision as to where, when and how much to invest, we recommend speaking to a financial planner.



The Sanlam Intelligence app gives you access to the latest financial news and investment insights while on-the-go. The app is intuitive and is tailor-made to meet your specific informational needs. Download the app via Itunes or Google Play.


This is a unique and innovative online quotation programme that provides instant retirement planning quotations. Financial advisors can generate multiple quotations for retirement fund members at the "push of a button". These quotations are based on real-time values from across the range of annuity products that Sanlam Employee Benefits offers.

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