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Financial Advisers

Product Literature


You'll find all of our product, investment and supporting literature categorised by product below. 

If you can't find what you are looking for, please contact our Sales Support team by using the Contact Us box to the right of this page.  

The OneSIPP

Guides and Overviews

Our Guides and Overviews providing you with information about The OneSIPP and The OneSIPP Drawdown

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Key Features and T&Cs

All our Key Features and Terms and Conditions can be found here

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Application Forms

All The OneSIPP and The OneSIPP Drawdown application forms you'll need

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Trust Documents

Here you can find all of our Trust documents

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Investment Materials

All the Investment materials you will need for The OneSIPP

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Performance Information & Factsheets

you'll find our Factsheets, Portfolio Reviews and Fund Choice Guides here

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Other Literature

Here you will find all other literature, relating to the OneSIPP

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The Versatile Investment Portfolio

Guides and overviews

Our Guides and Overviews providing you with information about The Versatile Investment Portfolio

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Key Features and T&Cs

All our Key Features and Terms and Conditions can be found here

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Application forms

All the Versatile Investment Portfolio application forms you'll need

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Trust documents

Here you can find all of our Trust documents

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Investment materials

All the Investment materials you will need for The VIP

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Performance Information & Factsheets

You'll find our Factsheets, Portfolio Reviews and Fund Choice Guides here

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Other literature

Here you will find all other literature, relating to The VIP

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Retirement Income Service

The Retirement Income Service

Here you will find information about the Retirement Income Service

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The Transfer Pension Portfolio

Guides and Overviews

Our Guides and Overviews providing you with information about The Transfer Portfolio Pension

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Key Features and T&Cs

All our Key Features and Terms and Conditions can be found here

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Application Forms

All The Transfer Portfolio Pension application forms you'll need

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Trust Documents

Here you can find all of our Trust documents

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Investment Materials

All the Investment materials you will need for The TPP

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Performance Information & Factsheets

You'll find our Factsheets, Portfolio Reviews and Fund Choice Guides here

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Other Literature

Here you will find all other literature, relating to The TPP

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DFM - Sanlam Private Wealth

Investment Factsheets

All of the Sanlam Private Wealth investment factsheets you'll need

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Guides and Overviews

Our Guides and Overviews providing you with information about Sanlam Private Wealth

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Key Features and T&Cs

All our Key Features and Terms and Conditions can be found here

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Application Forms

All the Sanlam Private Wealth application forms you'll need

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Sanlam Portal

Guides and Overviews

Our Guides and Overviews providing you with information about The Sanlam Portal

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Key Features and T&Cs

All our Key Features and Terms and Conditions can be found here

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Online Application Form Literature

All the materials you'll need to support you though the online process

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Application Forms

All The Sanlam Portal application forms you'll need

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Trust Documents

Here you can find all of our Trust documents

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Investment Materials

All the Investment materials you will need for The Sanlam Portal

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Performance Information & Factsheets

You'll find our Factsheets, Portfolio Reviews and Fund Choice Guides here

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Other Literature

Here you will find all other literature, relating to the Sanlam Portal

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Sanlam’s products and services are designed to enable clients to invest through a range of options. These options are primarily linked to stock-market performance and are not guaranteed. Please note that past performance is no guarantee to future performance. Capital is at risk and the investment return may be less than the amount originally invested.

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.