Take investing seriously
PLEASE NOTE: As an existing investor, you can access Secure Services to process your transactions or use WhatsApp to do transactions and retrieve information.
On WhatsApp you can conveniently view your investor statement, tax statements and balances by following these steps:
Scan the below QR code to add the SCI WhatsApp number to your contacts
Send us a message saying 'Hi' to get started
Alternatively, click here if you are using your cell phone or are on WhatsApp Web to open the service in WhatsApp
Sanlam Secure Services offers you access to your portfolio and easy access to:
Balances and investor statements
Tax certificates
Transacting
Disinvestments
Additional investments
Managing existing debit orders
Access Sanlam Secure Services by logging in with your ID number and one-time PIN, or your username and password.
Unit Trust Transaction Forms
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| Application Form – Individual Investors (New Investors) | ||
| Application Form – Non-individual Investors (New Investors) | ||
| Application Form – Tax-free Unit Trusts (New Investors) | ||
| Additional Investment Form | ||
| Investor Details Update Form | ||
| Disinvestment Form | ||
| Switching Form | ||
| Dividends Tax Form – DTD (EX) – Exemption from tax | ||
| Withholding Tax on Interest Declaration Form (WTI): | ||
| Dividends Tax Form – DTD (RR) – Reduced rate of tax | ||
| Cession Form | ||
| Transfer Form | ||
| Regulatory Supporting Information | ||
| Withholding Tax on Interest Declaration Form (WTI) | ||
| Automatic Exchange of Information (AEOI) | ||
| Total Expense Ratio (TER) | ||
| Terms and Conditions |
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Ongoing Ballots
Ballot letters are available for download below for any ongoing amalgamations or fund changes taking place at Sanlam Collective Investments (SCI). If you are an investor in one of the funds being affected, please read through the ballot letter and vote on the proposal before the deadline. The voting period (initial date prior to the deadline) appears in brackets after the fund that is affected at SCI. Please keep your details up to date on Secure Services to ensure that you receive the information.
Ballot letter Grayswan fund of funds IP changes - Download Now