>

Please feel free to get in touch

Home

7IM

Welcome to the resource centre for those accessing the Sanlam Onshore Bond via the 7IM platform.. Here you will be able to find all the information and documents you need in order to illustrate and submit an application.

Overview

The Sanlam Onshore Bond is a single premium investment-linked life assurance bond that offers a tax efficient way of taking a regular income.
 
For full details on features, allowable investments and charges please download the ‘Features and Charges’ document from the resources section below.

Illustrations

To produce an illustration you will need to register for Sanlam Online Services. If you are already registered, click here to login. If you need any help with producing an illustration please refer to the relevant sections in our online user guide, available in the resources section below.

Application

To submit an application you will need to complete two application forms – the Sanlam Onshore Bond application form plus a 7IM application form. Where 7IM are acting as Discretionary Fund Manager (DFM), please select the ‘7IM Discretionary Account Opening Form’. For all other scenarios select the ‘7IM Platform Account Opening Form’. Please note that before selecting 7IM as DFM, you must first speak to a 7IM Relationship Manager and be issued with an investment proposal. All forms are available below.
 
If you are using an external DFM (i.e. not 7IM), you will also need to complete an Investment Management Agreement (IMA). 
 
Once completed, all forms should be sent to:

New Business Department
Sanlam
St Bartholomew’s House
Lewins Mead
Bristol
BS1 2NH

Resources

Features and charges
Key Information Document
Product Guide (Key Features) 
Terms & Conditions
Sanlam Onshore Bond application form
7IM Platform Account Opening Form
7IM Discretionary Account Opening Form (please ensure you have spoken to a 7IM Relationship Manager first)
Investment Management Agreement (IMA)
Statements for client suitability letters
Online user guide
Trust documents 
Top up form

Support

If you have any questions please email Sanlam’s client services team or call 0117 975 2125
 

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.