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Financial Advisers

Supporting financial advisers through the provision of innovative products, tax wrappers and investment solutions.

 

Within this section of our website you’ll find all the information and documentation you need to deliver Sanlam solutions to your clients. Whether you’re looking for our products, Investment Management or a combination of these solutions.

Contact Us


Please see our Sanlam Relationship Manager details to find your local contact.  Or email our technical team who will be happy to help.

If you need additional help or cannot find what you are looking for please call our Customer Services Team on 0117 975 2125 or find your local office.

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Product Literature

Documents and guidance notes for the Sanlam Portal, the Specialist Range & their associated investment solutions

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Support Material

Here you'll find some of our views on important technical and legislative issues that have arisen which could be of significance to your current and potential clients

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Investment Management

At Sanlam Private Wealth, we do not believe in a ‘one size fits all approach’ meaning all our services are designed with your clients’ needs in mind

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Risk Profiling

Details of the Sanlam Risk Profiling tool (Accel) & supporting documents

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Please Note...

This particular area is intended for financial professionals only. The content is only approved for use by authorised and regulated financial professionals and should not be relied upon by any other individual. If you are not a financial adviser, or do not represent an authorised regulated firm, please return to the homepage.

Can't find what you're looking for?

If you can’t find what you’re looking for on this page, please use the contact us box to the right of this page and we’ll come back to you as soon as we can.  

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.