Thank you for choosing to invest with us. We hope to make the process as simple as possible, and will pre-populate your form using the details you enter below. We will be in touch once we receive your information to explain the next steps and to help you finalise your application.
Please be assured that all information you enter will be treated as confidential and will only be used to help you make your investment. Your details will be stored securely by our service provider and won't be shared with any third parties.
You will receive banking details and payment instructions once Sanlam has opened your account.
The bank account details you enter here will be used by Sanlam:
Please note that you will need to complete Sanlam’s exemption form to submit along with your application. We will include a link to the form when we email you your pre-populated application form.
Please provide the details of all persons authorised to act on your behalf on this investment. Note that all authorised parties will need to sign Form C in your investment application, and you will need to submit copies of their IDs and their legal documents of appointment.
If "Yes" please complete the information below for each country of tax residency.