Products
We have crafted a wide range of products and services so that you can concentrate on what you do best – spending time advising your clients and helping them put in place a secure financial future for themselves and their families.
AIM IHT service
Your clients can pass on their money efficiently by investing in a portfolio of smaller companies that qualify for business relief.
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Model portfolios
Sanlam’s range of risk-rated model portfolios comes in three approaches – actively managed, index and socially responsible models.
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Transfer pension portfolio
For clients who want to transfer retirement assets into a flexible investment scheme and maintain their protected benefits.
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Discretionary fund management
We create diversified investment portfolios that are tailored to each of your clients and manage them in line with your instructions.
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Managed funds
Choose from a range of award-winning funds backed by the extensive experience and resources of our investment teams.
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Portal products
Our online portal makes it easy for you to manage all your clients’ savings and investments in one place.
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OneSIPP
Your clients can stay in control and invest in a wide range of asset classes, including direct investments and funds, through our SIPP account.
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Onshore Bond
Increase your clients’ options for investing in products with tax-efficient wrappers without limiting their choice on the range of adviser platforms.
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Trusts
Select from a wide of trusts that will help your clients organise and structure their assets in the most efficient and cost-effective ways.
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