Forms

Select and complete a PDF fillable form. This can be emailed to Sanlam Collective Investments at UTinstructions@sanlaminvestmentssupport.com.

Alternatively use our online investment platform to help you invest in a unit trust from R500/month, joining over 200 000 South Africans investing with Sanlam. We’ll help you find the right investment for your financial goals, whatever they may be.

Application Form – Individual Investors

Application Form – Non-Individual Investors

Application Form – Tax-Free Unit Trusts

FICA Individual

FICA Non Individual Legal Entities

Existing Investor

Additional Investment Form

Investor Details Update Form

Disinvestment Form

Switching Form

Declaration to Confirm Residential Address

Cession Form

Transfer Form

Withholding Tax on Interest Declaration Form (WTI)

Dividends Tax Form – DTD(EX) – Exemption from tax

Dividends Tax Form – DTD (RR) – Reduced rate of tax

SATRIX ETF and Unit Trust Forms

Read more about regulatory requirements

Automatic Exchange of Information (AEOI)

Terms and Conditions

© 2023 Sanlam. All rights reserved
Sanlam Investments consists of the following authorised Financial Services Providers: Sanlam Investment Management (Pty) Ltd (“SIM”), Sanlam Multi Manager International (Pty) Ltd (“SMMI”), Satrix Managers (RF) (Pty) Ltd, Graviton Wealth Management (Pty) Ltd (“GWM”), Graviton Financial Partners (Pty) Ltd (“GFP”), Satrix Investments (Pty) Ltd, Blue Ink Investments (Pty) Ltd (“Blue Ink”), Sanlam Private Wealth (Pty) Ltd (“SPW”), Sanlam Credit Fund Advisor Proprietary Limited, Sanlam Africa Real Estate Advisor Proprietary Limited and Sanlam Employee Benefits (Pty) Ltd (“SEB”), a division of Sanlam Life Insurance Limited; and has the following approved Management Companies under the Collective Investment Schemes Control Act: Sanlam Collective Investments (RF) (Pty) Ltd (“SCI”) and Satrix Managers (RF) (Pty) Ltd (“Satrix”).