If you received a statement via email or SMS about Wealth Bonus, it means that you have products with Sanlam that qualify for Wealth Bonus, our monetary rewards system. We communicate to you monthly about your Wealth Bonus, such as how much Wealth Bonus you’ve accumulated and how much is available to withdraw (unlocked) currently.
The values on your Wealth Bonus statement are your accumulated Wealth Bonus (locked and unlocked), at a certain date. The unlocked amount of your Wealth Bonus that is available for you to withdraw, and for some products, the current projected (future) value of your Wealth Bonus.
In your Wealth Bonus statement, you will have three values:
To access your Wealth Bonus Dashboard, log in through the Sanlam Client Portal.
Ensure that you use the correct username and password to access your Sanlam Client Portfolio, to which you can click to the Wealth Bonus Dashboard.
Please contact life@sanlam.co.za to assist you with re-registering your preferred contact details.
Login to your Wealth Bonus Dashboard via the Sanlam Client Portal. Your current value is shown in the ‘Overview’ tab of your Wealth Bonus Dashboard, and in the navigation bar. Wealth Bonus.