Insurance

Sanlam Secure Services

As a Sanlam client, your financial future is important to us and we want to offer you the very best service. We know you need easy and secure access to your portfolio, which is what you get at Sanlam Secure Services. Here YOU are in control. You can view your portfolio in real time, update your details and transact securely in a place and time convenient to you.

Benefits

What is Sanlam Secure Services?

Sanlam Secure Services is a secure portal where you can view your Sanlam products, at any time, on any device and anywhere you have access to the internet. You can also use it to get in touch with your financial planner on record.

Features include:

Portfolio Dashboard
Document Downloads
Forms
Personal Document Vault
Tracking of Service Requests submitted to the Client Care Centre
Update Personal Details
Contact Your Adviser

GET ACCESS

How do I register & login?

Login or register to use Secure Services via the shortcut at the top of the website or by going to https://www.sanlamonline.co.za/login

FEATURES EXPLAINED

Making life easier - control your information

Dashboard

The Secure Services dashboard displays the status of your products with the following Sanlam providers Sanlam Private Wealth, Glacier, Sanlam Savings, Sanlam Individual Life, Sanlam SKY, Sanlam Collective Investments, Satrix, Sanlam Reality, Sanlam Employee Benefits, Sanlam Trust, Sanlam Personal Loans.

Portfolio

The portfolio section of this portal not only offers a real-time overview of all your savings, investments, retirement and risk product values and contributions, but you can also access more detailed information and secure transactions. The transactions available differ by product, but include managing your funds on a savings plan or investment, and making additional payments – safely and securely.

Documents

In the Document section, you can view documents pertaining to your Sanlam plans and policies. This includes client agreements and contracts, statements, tax certificates and more. It also contains a digital copy of your will, if Sanlam has one on file for you. All these documents can be either downloaded or emailed from the portal.

Forms

Here you can find forms to update your debit order details, provide notice of cession, update beneficiaries and nominees for retirement funds

Document Vault

You can also upload relevant or important personal documentation to your own document vault such as ID documents, marriage or birth certificates etc. This way it’s available to you when you need it – all in one safe place.

Personal details

View and update your personal details with all the Sanlam providers with whom you have products.

Tracking

All service requests received by the Sanlam Client Care Centre are listed in this area.