How to invest

Before proceeding, investors should review the Sanlam Universal Funds plc prospectus, together with each fund supplement and KIID, which are available in our Literature section. All these documents explain different types of specific risks associated with the investment portfolio of each of our products. We suggest that if you have any doubts about the suitability of an investment, you should consult a professional adviser.

 
Investing with us is a simple, two-step process:

• First, you’ll need to complete an application form to open an account with us.

• Second, use the account number provided after step one to complete a dealing form.

Full instructions are detailed within these forms, but should you have any questions or need assistance, please don’t hesitate to email us.
 

 
You can also invest directly through the following platforms:

• 7IM Platform
• AJ Bell (You Invest)
• Allfunds
• Standard Elevate
• Cofunds
• FNZ
• Hargreaves Lansdown
• Novia Financial
• Nucleus
• Pershing
• Transact