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About Us

Terms of Business & Client Agreement


The documents below sets out the Terms of Business and Client Agreement for the services Sanlam offers to SPW and SWP clients.

Sanlam Private Wealth Terms of Business 

Sanlam Wealth Planning Client Agreement


Interest Rates
Below we show the current interest rates paid on uninvested cash balances in SPW client accounts.  Rates are subject to change monthly.  Please also refer to the SPW Terms of Business.  Such interest will be calculated daily and credited to your portfolio immediately upon receipt.  
Currency Interest Rate per annum
Australian Dollar 0.94%
Canadian Dollar 0.63%
British Pound *0.1%
Norwegian Krone 0.03%
New Zealand Dollar 0.19%
US Dollar 0.82%
South African Rand 3.72%
*We also pay UK Bank base rate to certain charities


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.