Step by step guide to online illustrations
Online user guide
Features and charges
Key information documents (KID)
Product guide (key features)
Terms and conditions
Sanlam Onshore Bond application form
7IM Platform account opening form
Discretionary Account Opening Form (please ensure you have spoken to a 7IM Relationship Manager first)
Managed Investment Services Account Opening Form (please ensure you have spoken to a 7IM Relationship Manager first)
Investment management agreement form
Statement for client suitability letters
Scenario 1 – for trust planning
Scenario 2 – responding to dividend income changes
Scenario 3 – maxed out on pensions
SIP AKG report
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