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What's New

What's New?

October 2015

We're delighted to make you aware of some updates that we hope will be of interest to you.

Sanlam Portal Rebalance

Firstly, we would like to make you aware, in the week commencing 16th November we will be processing the quarterly rebalance of the Sanlam Model Portfolios. As a result there may be some possible trading delays to premiums and withdrawals to clients for a period of up to five working days. We apologise in advance for any delays caused.

New Literature

We have recently added some new literature onto our website which we hope you will find of use.

The first factsheet, 30 Reasons to use the Sanlam Portal, is a guide for financial advisers only, which highlights the benefits of the Sanlam Portal.

We've also created a guide to investment terms which has been written for you to use with your clients should they wish for a written explanation of these terms that we all know and use regularly - however they don’t necessarily know what they all mean. 

Our business is all about investing, protecting & growing client’s money. To provide a little more information as to what we do, we’ve created a new factsheet ‘How we invest your money'.

To help explain to clients the risk of leaving money in the bank or similar, we’ve produced a simple factsheet that highlights the impact of inflation on savings.

Print-friendly application forms – after listening to feedback, we’ve re-designed and now have in place print-friendly application forms within our product literature area of the website. We do still have some stock of the traditional printed application forms, so please contact client services with any requirements.

Our latest Sanlam Portfolio Solutions factsheets are now available. We have increased the frequency of reporting on our portfolio solutions. Instead of producing the factsheets quarterly, these will now be updated on a monthly basis and will be available mid-month, every month, from now on. These can be found in the Investment Performance section.  

Sanlam Private Wealth

We’re pleased to announce that Jonathan Polin has been appointed as Chief Executive Officer for Sanlam Private Wealth UK, effective 1 November 2015.

Jonathan has 23 years’ experience within asset management and investments, and has a wealth of knowledge and experience about the regulatory demands and distribution challenges required within the UK market. 

Craig Massey will be returning to South Africa as Branch Operations Director and Head of Stockbroking.

Sanlam’s Go Dad Run

The organisers of next year’s Go Dad Run have already begun making plans for June 2016 and we’re delighted that we’re going to be part of it again next year.

There’s going to be a few changes next year. If 5k isn’t enough of a challenge for you, hopefully you’ll now be interested to know there will a 10k race?  If 5k is more than enough, they’re lowering the age for this event so you’ll be able to jog along with your children without the 11+ age limit that was in place this year.

In terms of locations and dates, these are still in the process of being organised however we can share with you that the London event will as usual, will take place on Father’s Day.

The Sanlam Bristol Bath Marathon

With just a few days to go, we're excited to be cheering on our 16 #SanlamRunners at our first Sanlam Bristol to Bath Marathon, which takes place this Sunday. 
To give the 5,000+ runners more energy as they reach the end of their challenge, we’ve created the Sanlam #MotivationMile between mile 23 and 24 where we will be cheering all runners as they power to the finish. If you live close by, we’d love it if you’d join us! I’m sure you’ll all join us in wishing our runners the very best of luck.
You can read more about this in our Sponsorship & Events section of the website.  

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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.