We’ll grow your investment portfolio one step at a time

Institutional and large corporate investors

We work alongside asset consultants and will happily tailor a specific mandate to your required parameters.
Contact us to find out more.

Segregated Portfolios

Individual and non-individual investors

Many of our clients are high-net-worth individuals who like to be involved in their investment decisions. Some invest with the benefit of advice from a trusted professional, while others prefer to delegate their decisions to an adviser. Regardless of your preference, we have a solution for you.

Our trusted investment process

Step 1: Choose a unit trust that is appropriate for you

We offer a range of unit trusts that target different investment objectives and are exposed to different levels of risk.

  • It is very important to read the latest factsheet of the unit trust you are interested in before you make a final decision. If you are not confident about whether you have chosen the right product, we recommend that you consult a financial adviser.
Unit trustsUnit trust summary
Step 2: Choose how you want to access the selected unit trust

You can invest directly with us or access the selected unit trust via different investment platforms. An investment platform is like a supermarket in that it provides access to investment products (such as unit trusts) from different brands.

If you choose to invest directly with us, please follow steps 3 to 5 below.

Step 3: Get the required FICA documents ready for your application

For an individual investor:

  1. Identification: Proof of I.D.
  2. Banking: Proof of Banking Details
  3. Address: Proof of physical address
  4. Third-party details (if applicable)

For an entity:

Please contact us to find out what the FICA requirements are.

Step 4: Complete and submit the application form
  1. Download the application form and complete it
    Application form for Individuals
    Application form for entities
  2. Submit the completed form and supporting documents to:
    UTinstructions@sanlaminvestmentssupport.com
Step 5: Wait for confirmation

Once the completed and signed application form with the necessary supporting documents is received, you will receive an electronic welcome letter from our administrator, Sanlam Collective Investments.

This letter will contain your

  1. investment account number,
  2. banking details to be used for the initial deposit and
  3. more information on how to access your investment account and transact via the SCI online portal.

In the event of you experiencing any problems with the above process, please contact us and allow us to assist you further.

The value of experience

Why invest
with us?

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Meet our experienced
professionals

Meet the team
a valuation-driven approach

Our investment philosophy

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