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Our Products

Our Specialist Range

For people who want something more

Some investors want real control over their investment choices; more flexibility to create investment portfolios more suited to achieving their objectives, more opportunity to get and feel involved

Depending on your situation and requirements, our Specialist Range enables you to take control of your investment choices, giving you the flexibility to invest in a wide range of assets such as shares, regulated collective investments and commercial property whilst giving you the option to appoint an investment professional to manage your assets on your behalf or the opportunity you to manage them yourself. 

See below to view our customer literature: The Specialist Client Guide and all you need to know in detail with the terms, conditions and costs. 

Using an Investment Manager

With our Specialist Range it’s your choice who manages your assets. You (by yourself or working together with your Wealth Planner) could do it or you could nominate a professional Investment Manager to act on your behalf, either on a discretionary basis, or in accordance with your instructions, depending on your requirements.

As well as being able to introduce you to a Sanlam Investment Manager, we work with many of the most respected companies in the country and you can find the details of these Listed Discretionary of Investment Managers here.  If your preferred Investment Manager is not on the list, don’t worry; it’s highly probable we can work with them too. 

A wide range of investment options

The Customised Selection

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Commercial Property

Innovative options for you and your business

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The Pinnacle Range

Offering exclusive opportunities for you

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The Sanlam Accel Funds

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Your Model Portfolio Service

Investment Choice with focused management

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Customer Literature

Specialist Range Guide

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OneSIPP Guide to Charges

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OneSIPP Key Features

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OneSIPP Terms & Conditions

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Transfer Pension Portfolio Guide To Charges

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Transfer Pension Portfolio Key Features

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Transfer Pension Portfolio Terms & Conditions

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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.