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.
Find out more
Model portfolios
Sanlam’s range of risk-rated model portfolios comes in three approaches – actively managed, index and socially responsible models.
Find out more
Transfer pension portfolio
For clients who want to transfer retirement assets into a flexible investment scheme and maintain their protected benefits.
Find out more
Discretionary fund management
We create diversified investment portfolios that are tailored to each of your clients and manage them in line with your instructions.
Find out more
Investment funds
Choose from a range of award-winning funds backed by the extensive experience and resources of our investment teams.
Find out more
Portal products
Our online portal makes it easy for you to manage all your clients’ savings and investments in one place.
Find out more
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.
Find out more
Onshore Bond
Increase your clients’ options for investing in products with tax-efficient wrappers without limiting their choice on the range of adviser platforms.
Find out more
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.
Find out more
Sanlam Multi-Asset Range
A cost-effective way to access our multi-asset investment expertise.
Find out more
Sanlam Essential Income Plan
For clients who want to purchase an open market option annuity using their pension savings from another pension provider.
Find out more