The documents below sets out the Terms of Business and Client Agreement for the services Sanlam offers to SPW and SWP clients.
Sanlam Private Wealth Terms of Business
Sanlam Wealth Planning Client Agreement
Below we show the current interest rates paid on uninvested cash balances in SPW client accounts. Rates are subject to change monthly. Please also refer to the SPW Terms of Business. Such interest will be calculated daily and credited to your portfolio immediately upon receipt.
||Interest Rate per annum
|New Zealand Dollar
|South African Rand
*We also pay UK Bank base rate to certain charities