Online applications user guide
Sanlam Portal - GIA application form
Sanlam Portal - ISA application form
Sanlam Portal - Personal Pension application form
Sanlam Portal - Onshore Bond application form
Sanlam Portal - Pension drawdown application form
Sanlam Portal - ISA additional transfer form
Sanlam Portal - Fund switch authority form
Sanlam Portal - Personal Pension additional transfer form
OneSIPP/Sanlam Portal - Personal Pension top up application form
Sanlam Portal Pension – Top up application on a non advised basis
Sanlam Portal - ISA/GIA/Bond top up
Sanlam Portal - ISA/GIA/Bond top up on a non-advised basis
Request for flexi-access drawdown income
Employer schedule of payments
Power of Attorney Form
Nomination of Beneficiary Form
Irrevocable Designation
Key information document Active Portfolios
Key information document - Index portfolios
Key information document - SRI portfolios
Key information document - Accel income
Key information document - Select fund service
Sanlam Portal - Key features and product guide (1 January 2018 onwards)
Sanlam Portal – Key features & product guide (14 January 2022 onwards)
Sanlam Portal - Terms & conditions 1st July 2018 onwards
Sanlam Portal – Terms & conditions (14 January 2022 onwards)
SIP Target market personal pension
SIP Target market onshore bond
Privacy statement for Sanlam clients
Terms of business
Please navigate to a service or product page and add the document to your brochure to continue.
Your brochure is on its way.
We hope you find this useful.