Sanlam Beneficiary Trusts
Sanlam Trust Beneficiary Fund
At Sanlam our reputation is built on a devoted, vigilant and caring approach. We look at the world of beneficiary support differently. We assess each beneficiary’s unique needs and ensure that we build and preserve their income to maintain an appropriate lifestyle.
Our philosophy: Investment to create the right income – an investment to create the right outcome for all our beneficiaries.
With high PO and guardian satisfaction levels, our credential as market-leading wealth protectors are well-founded.
With assets under management exceeding R3.5 Billion and managing more than 20 000 Beneficiary Fund Accounts, a market study has shown that the Sanlam Trust Beneficiary Fund is the largest beneficiary fund in South Africa.
A Unique Life-Stage Investment Model
Competitive and transparent fees
Cost effectiveness, with required flexibility
Tracing of beneficiaries and guardians
Dedicated client account managers
Annual Guardian Roadshows