At Sanlam, we know your clients have unique and often complicated financial needs. That’s why we offer technical support so you can give them a clear view of their options and answer any questions they may have. Our teams have developed their expertise over many years and we’ve forged a strong reputation as investment specialists across a broad range of areas.
Our technical team
Our team of technical specialists have extensive experience in the industry with in excess of 180 years of experience.
We can help with technical queries about products within our extensive product range, along with legal and regulatory issues surrounding investments, pensions and trusts. In areas where we do not have the relevant expertise, such as overseas taxation, we recommend you seek specialist advice.
Through our online helpdesk, advisers and other members of the Sanlam group can email their questions. This service is ideal because it provides an audit trail for compliance purposes and easy reference.
We are committed to providing a prompt and reliable service, and typically respond to any questions by the end of the next working day. On rare occasions when this is not possible (for example, if the question is particularly complex), we will provide you with an estimated turnaround time. The more information you can provide in your question, the better placed we will be to give you a more detailed and helpful response.