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

 

Interest Rates
 
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.  
 
Currency Interest Rate per annum
Australian Dollar 0.94%
Canadian Dollar 0.63%
British Pound *0.1%
Norwegian Krone 0.03%
New Zealand Dollar 0.19%
US Dollar 0.82%
South African Rand 3.72%
 
*We also pay UK Bank base rate to certain charities
 

 

 

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The value of investments and any income from them can fall and you may get back less than you invested.