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Step 1

Welcome to Sanlam Income Fund

Before we begin we will need some information.

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LogIn Credentials

These details will be used to authenticate you into our clients Portal.

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Personal Details

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Employment Information

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Bank Information

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Beneficiary Information

Name ID No: Mobile No: Email Relationship: (%) Allocation: Edit Delete
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Documents Upload

We will need identification documents to verify your identity. Please Upload Photos of your valid ID(s).

Passport/ID(Front)

( File types accepted: pdf , png , jpeg , jpg - File size Limit: 10MB)
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Passport/ID(Back)

( File types accepted: pdf , png , jpeg , jpg - File size Limit: 10MB)
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Passport Photo

( File types accepted: pdf , png , jpeg , jpg - File size Limit: 10MB)
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Proof of bank

Cancelled cheque leaf or Automated Teller Machine (ATM) front side or certified bank statements for the last 3 months
( File types accepted: pdf , png , jpeg , jpg - File size Limit: 10MB)
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Risk Assessment

Please answer these questions so that we know you better

1 How long do you want to invest?

2 Have you invested in any of the following? ( Fixed Deposit, Land/House , Shares , T/Bonds or T/Bills , Unit Trust)

3 What type of savings or investments do you currently hold?

4 What do you expect of your income in the next one to three years ?

5 Approximately what percentage of your assets(excluding your house) will this investment represent?

6 Would you say you have?

7 If your investment fell by 20% over the course of three months how would you react?

8 What attracts you to an investment?

9 Do you have an emergency fund?

10 When do you expect to need most of your money from this investment?

11 What is your current age bracket?

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Payments

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