Information and Documents RequiredSection 2
Information / documentation to accompany instructions to Computershare(also see details in section 4)
Buying and selling of Sanlam sharesThe terms and conditions for share dealing can be obtained from Computershare's Call Centre at 0861 100 913 or on the website www.computershare.com
Any transfer of shares to, from or within Sanlam Share Account, for whatever reason, including surrender of share certificates for dematerialisation into, or rematerialisation out of Sanlam Share AccountThe transfer instructions in written form, including the Shareholder Reference Number (for both parties where applicable). The instruction must be accompanied by the applicable original certified copies of the documentation specified in section 4.
Change of addressSigned and dated written request providing old and new addresses and Shareholder Reference Number, accompanied by the applicable original certified copies of the documentation specified in section 4. Note: the service bill is only needed for the initial verification. For later changes of address only a signed instruction and an original certified copy of an ID document is needed.
Change to or new bank account particularsSigned and dated written request to change bank account particulars providing Shareholder Reference Number, accompanied by the applicable original certified copies of the documentation specified in section 4.
Change of names or surnamesSigned and dated written request to change name or surname including Shareholder Reference Number, original certified copy of new ID document and original certified copy of marriage certificate if shares are still registered in the shareholder's maiden name. For estates or curatorships, an original certified copy of the letter of administration or executorship issued by the Master of the High Court, or court order is required. In the case of a deceased estate, original certified copies of the letter of executorship/appointment, death certificate and the executor's identity document are required. In the case of a curatorship/insolvent estate, original certified copies of the letter of administration or court order and the identity documents of both the curator/liquidator and the registered shareholder are required.
Dividend claimsSigned and dated written request claiming unpaid dividend including Shareholder Reference Number. If any of the particulars mentioned above (address, bank account, names, etc.) are not correct, the necessary changes must be requested, accompanied by the required documentation as indicated above.
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