Please find the form or question you are looking for below.
Full/partial surrender - Request form
Fund Switch Authority form
GAP Switch Authority
SIP Nomination of beneficiary
Adviser Fee Change Form OneSIPP TPP
Adviser Fee Change Form Portal ISA - GIA & PP
Adviser Fee Change Form SP Bond
Funds Choice Guide Current
Funds Choice Guide Closed
Funds Choice Guide Historical
Select Fund Service under the Sanlam Portal
Pension Scheme allowances and tax charges
Pension contributions and tax relief
In-species transfers guide
Please contact our Client Contact Team on 03330 155 600 or on email@example.com
If you are a Sanlam Investment and Pensions client the you can contact our Client Services Team on 03330 155 600 or on firstname.lastname@example.org
If you are a Sanlam Private Wealth client then we request this request by post, please can you sent a written instruction to our Bristol office.
If you would like to contact a financial adviser you can locate an adviser near you through the Money Advice Service Directory which is located on their website.
Contact us on 03330 155 600 to speak to Sanlam Wealth Planning – who can provide Financial Advice whether face to face or on the phone all over the U.K.
In the first instance please contact our Client Contact Team on 03330 155 600.
The Charges for both products can be found on our website by following the below links:
Please be aware that there might be further charges applied with regard to fees being taken by your financial adviser and for the underlying assets held.
Please contact our Client Contact team on 03330 155 600 , they will be able to confirm if this is possible and assist you with how to do this.
If you would like to check your nominated beneficiaries please contact our Client Contact Team on 03330 155 600.
To update your nomination of beneficiaries please complete and post in a new nomination of beneficiary form.
Our find choice guides can be found above, if you would like to switch the funds you are invested in please complete our fund switch authority form.
Please contact our Client Contact Team on 03330 155 600 or email email@example.com and let us know.
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