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.
How can we help you today?
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.
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
Partner with one of South Africa’s most experienced employee benefits and investment teams.
Sanlam Corporate is a leading provider of financial advice, insurance, retirement solutions, investments and EFT services to corporates across South Africa.
Group Risk Benefits
Group risk products are designed to insure employees and protect their families in the event of long-term illness or death while working.
Investment capabilities
Our consulting solutions are based on thorough research and world-class expertise, enabling you to make investment recommendations that remain relevant to your clients.
Retirement
We strive to administer retirement funds in such a way that each member of a fund understands the reason for retirement savings and therefore the need for financial goal-setting.
Health Solutions
Financial confidence is a feeling of certainty. Knowing you are prepared for the challenges that may come your way - including poor health. At Sanlam, we’re driven to assist you in finding suitable healthcare solutions to ensure your employees’ wellbeing.
Consulting
We offer a comprehensive range of consulting and advisory services to walk our partners through the ever-changing landscape of retirement funds, employee benefits and healthcare.
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
Fund fact sheets and investment reports
You can view current and historical investment performance by clicking the button below.
Feedback from our intermediaries
What our intermediaries are saying“We know that your clients rely on you to understand their scheme benefits. We partner with a diverse range of intermediaries to deliver holistic employee benefits solutions. Through our collective industry knowledge, expertise and innovative holistic solutions, our goal is to help ensure that your clients choose you as their preferred intermediary.”
One-step ahead
“Sanlam is definitely one step ahead when it comes to the retirement fund industry specifically with governance on Umbrella Funds”
Good governance
"My preference is always to place business with Sanlam. Their adherence to regulation and legislature is something to be admired"
Great support
"I am already receiving awesome service and the necessary support from Sanlam and the team, for which I am grateful. Thank you!"
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.