Onshore Bond - 7IM

• 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

• Trust documents

• Top-up form

• Scenario 1 – for trust planning

• Scenario 2 – responding to dividend income changes

• Scenario 3 – maxed out on pensions

Financial strength Sanlam Life and Pensions

• SIP AKG report