UNIT TRUST APPLICATION FORM VER: 2.10.24



Thank you for investing with us. To make the process simpler, we will pre-populate your form using the details you enter below. We will email the form to you to check, sign and return to Sanlam. 

 

All information you enter is confidential and will only be used to help you make your investment. Your details will be stored securely by the services provider we have contracted to make this functionality available. We will not share your information with any third parties.

 

If a field is not relevant, you can leave it blank.

 

Your personal details

All fields in section 1 are mandatory.

(ddmmccyy)
(ddmmccyy)

Your relationship with Sanlam


If the answer is Yes please specify relationship

Your investment details


E.g. ‘Peter’s University Fund’

Choose your unit trust(s):


(minimum R10 000)
(minimum R500)

(minimum R10 000)
(minimum R500)

(minimum R10 000)
(minimum R500)

(minimum R10 000)
(minimum R500)

Source of funds for this investment



Making your investment



You will receive banking details and payment instructions once Sanlam has opened your account.

How should Sanlam collect the funds


(dd) day of each month starting.
(This date is only between the 1st and the 28th).
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(mmccyy)

Your banking details


The bank account details you enter here will be used by Sanlam:

  • to make any payments to you from your investment
  • to collect any investment contributions you have specified.

Third-party details

Please provide the details of the bank account from which you would like Sanlam to collect your investment contributions. The account holder will need to sign Form B in your investment application, and you will need to submit a copy of their ID in addition to your own.

(ddmmccyy)
(ddmmccyy)

Third Party banking details


Your communication preferences


We will not contact you to sell you more products. Your investment success is our priority and understanding our actions could help you to make decisions about your investment with us.

Your tax details


If you have not been issued with one, please indicate why.

Withholding tax status

Some beneficial owners of dividends are entitled to an exemption (local and/or foreign persons) or a reduced rate (foreign
persons) provided the required declaration and undertaking are submitted to the company or withholding agent.

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.

People acting on your behalf


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.

Details of authorised person


(ddmmccyy)
(ddmmccyy)

If "Yes" please complete the information below for each country of tax residency.