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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 for logging you into our clients Portal.

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Personal Details

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Notice
USA Citizens!

Kindly Note that if you are a US Person,you will need to be FATCA Compliant.You may access FATCA releated Below

Here

Employment Information

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I hereby agree and consent to the Terms and Conditions,information Memorandum and the Online Private Policy
You must agree before submitting.
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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 accepted: pdf. doc/ docx - Max file size : 150kb for demo limit )
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Passport/ID(Back)

( File accepted: pdf. doc/ docx - Max file size : 150kb for demo limit )
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TAX PIN(TIN)

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Passport Photo

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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?

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

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

5 Would you say you have?

6 Which one of the following statements best describes your attitude towards investement risk?

7 If your investement fell by 20% or above over the course of three months how do 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 Consider the risk scenarios below and select from the range of possible annual investment outcomes which would be most acceptable to you.

12 What is your current age bracket?

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Payments

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