Please find our Legal and Regulatory policies, client terms and reports below.
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
Board diversity policy - Sanlam Life and Pensions Limited
Sanlam Portal Terms and Conditions
Terms of Business for Intermediaries
Best Execution Policy
FSCS compensation limits
Sanlam Investments legal disclaimer
Pillar 3 Risk Disclosure Statement
MDD Income Distributions
Conflicts of Interest Policy
Terms of Business
RT 28 Broker Disclosure
RTS 28 Venue Disclosure
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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