SANLAM CORPORATE

Welcome Intermediaries

Partnering with you to empower your clients with financial confidence, security and growth.

We know you have your clients’ best interests at heart. We are here to support you with the tools, systems and support you need to deliver excellent service that empowers your clients and their employees. Find out more about our integrated employee benefits, investment and health solutions on our Capabilities brochure.

Corporate - Intermediary - Welcome Intermediaries

How can we help you today?

I am a ...

  • I’m an existing Sanlam clientView more information

  • Considering Sanlam as a provider for my businessView more information
  • Our promise to you

    Discover why we're the right provider for you and your clients.

    We understand how important your business and client relationships are, which is why we work with you to deliver superior service to your clients and their employees. Through the Sanlam Umbrella Fund, we strive to provide a superior administration platform that is web-based, allowing employers and their employees access to the tools and information they need to complete the full spectrum of Fund transactions online. Our Group Risk products are designed to give employers confidence that their employees and their families are protected and cared for in the event of death, disability or severe illness. Sanlam's healthcare offering provides quality and affordable healthcare solutions for employers and their employees.

    Using the Sanlam Corporate portal, you can manage your business more effectively and serve your clients better. Through our portal, you'll be able to manage online contributions and electronic claims submissions. The reporting suite gives you access to investment returns, member data, statements, and everything you need to deliver superior service to your clients and grow your business.

    Our mission and our promise to you

    How can we assist you?

    Your all-in-one stop to assist you in delivering excellence to your clients. We make it easy for you to manage your clients' admin through our Intermediary Portal - our one-stop resource for all your administrative needs.

    Here you can

    • Receive notifications for deadlines and annual events.

    • Receive alerts on compliance issues.

    • Submit your reports.

    • The ability to withdraw money at any time

    How can we assist you?

    Make the most out of the Sanlam online tools and portals

    Sanlam Corporate's broker portal is a powerful resource developed to help you manage deadlines, annual events, compliance and reporting. It's a one stop-shop packed with helpful features, resourced and tutorials.

    The Sanlam Member Portal makes it even easier for your clients to build financial confidence and take charge of their retirement journey. Designed as a comprehensive financial planning tool and support platform, the member portal is simple and easy to use. That means less admin for you and more time to get things done.

    Using the member portal, your client can

    • View their retirement funds and group risk benefits

    • Explore options to boost their retirement outcomes

    • Use the Savings Calculator to work out their retirement replacement ratio

    • See where their money is invested and make investment decisions

    • Start planning their finances closer to retirement

    • Update beneficiary information

    Make the most out of the Sanlam online tools and portals

    Fund fact sheets and investment reports

    You can view current and historical investment performance by clicking the button below.

    Access our consultant toolkit

    For Sanlam Umbrella Fund, this monthly toolkit is a communication channel between the Sanlam Umbrella Fund trustees, the Fund’s Administrator and supporting intermediaries. It contains all Fund related information and updates that intermediaries will require.