How to Invest

  1. Complete the application form. You can download the form by clicking here.

  2. Fax the application form, and your proof of identity and residential address to: +27 21 916-1800/1900, and post your originals to:
    Sanlam Collective Investments
    P.O. Box 30
    Sanlamhof
    7532

  3. Complete form FIA-001 - Application from a Tax Clearance Certificate or form FIA -002 - Application for recurring foreign investments not exceeding R30 000 per annum.  You can also obtain these forms directly from SARS by clicking here.

    Send the form to your nearest SARS office.

  4. Transfer the investment amount from your SA bank, or offshore bank account to the following bank.
    (Your SA bank will help you with the transfer.)  

           Pay to: JP Morgan Chase Bank (CHASUS33)
           Under direct SWIFT advice to JPMorgan Chase Bank, N.A., CHASGB2L
           For the account of : JP Morgan Bank, N.A. (CHASGB2L), account 0010962009
           For further credit to: Account Name Sanlam Collective Inv Nominee account number 34600001
           USD IBAN number: GB62CHA60924234600001

           Remember to fax the proof of payments to 27 21 916-1800/1900

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