Invest

We offer a range of unit trusts across the full asset class spectrum which targets different investment objectives and risk tolerances. View our range of unit trust funds to find one that meets your investment objective. You can access our unit trust funds via different investment platforms or invest directly by following the instruction below.

STEP ONE

Complete an application form for individuals, non-individuals or tax-free savings accounts along with all the required supporting documents.

STEP TWO

Submit the completed application form and supporting documents to utinstructions@sanlaminvestmentssupport.com

STEP THREE

Once you have received confirmation from Sanlam that your application has been correctly submitted, you may go ahead with the payment of the relevant investment amount.

Please send proof of payment to utinstructions@sanlaminvestmentssupport.com You will receive electronic confirmation once your investment is finalised.

South African
Funds (ZAR)

For any assistance or questions
please contact:

Sanlam Collective Investments
0860 100 266
service@sanlaminvestments.com

Counterpoint Asset Management
+27 (0)21 492 0200
info@cpam.co.za

Application Forms

Global Feeder
Funds (ZAR)

For any assistance or questions
please contact:

Sanlam Collective Investments
0860 100 266
service@sanlaminvestments.com

Counterpoint Asset Management
+27 (0)21 492 0200
info@cpam.co.za

Application Forms

STEP ONE

Complete an application form for individuals, non-individuals or tax-free savings accounts along with all the required supporting documents.

STEP TWO

Submit the completed application form and supporting documents to utinstructions@sanlaminvestmentssupport.com

STEP THREE

Once you have received confirmation from Sanlam that your application has been correctly submitted, you may go ahead with the payment of the relevant investment amount.

Please send proof of payment to utinstructions@sanlaminvestmentssupport.com You will receive electronic confirmation once your investment is finalised.

STEP ONE

Complete an application form along with all the required supporting documents.

STEP TWO

Complete the dealing form in order to specify what fund you wish to transact in.

STEP THREE

Fax the completed application form and supporting documents to the fund administrator, Brown Brothers Harriman (BBH) in Dublin: +353 1 241 7131

STEP FOUR

Once you have received confirmation that your documentation is in order, pay the relevant investment amount and fax proof of payment to the number above.

Global Funds (USD)

For any assistance or questions
please contact:

Brown Brothers Harriman

+353 1 241 7130
Sanlam.TA@bbh.com

Sanlam Private Wealth Offshore
(Investors based in South Africa)

Counterpoint Asset Management

+27 (0)21 492 0200
info@cpam.co.za

Application Forms

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