Please find our Legal and Regulatory policies, client terms and reports below.
Cookie Policy
Website Privacy Policy
Website Terms of Use
Modern Slavery Act Transparency Statement
Sanlam Private Wealth Terms of Business May 2018
Sanlam Private Wealth Terms of Business January 2019
White List Portfolio ISA Terms of Business January 2019
Sanlam Wealth Planning Client Agreement
Sanlam Wealth Conflict of Interest Policy
SPW Order Execution Policy
Pillar III disclosure
Execution Venues Retail Clients 2018
Execution Venues Professional Clients 2018
Execution Venues Retail Clients 2017
Execution Venues Professional Clients 2017
Board diversity policy - Sanlam Life and Pensions Limited
Sanlam Portal Terms and Conditions
Terms of Business for Intermediaries
Best Execution Policy
FSCS compensation limits
Shareholder Engagement Disclosure - June 19
Sanlam Investments legal disclaimer
Pillar 3 Risk Disclosure Statement
MDD Income Distributions
Execution Venues 2017
Execution Venues 2018
Sanlam Investments and Sanlam Private Wealth Engagement Policy
Anti-Bribery Policy
Conflicts of Interest Policy
Terms of Business
Execution Venues 2017 (Brokers)
Execution Venues 2017 (Venues)
Execution Venues 2018
Client Privacy Statement
Intermediary Privacy Statement (for introducers to Sanlam Private Wealth and Sanlam Investments and Pensions)
Sanlam Investments Privacy Statement
Data Subject Access Request Form
Data Subject Portability Request Form
Execution quality reports 2017
Financial statements and condition reports
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