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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.

We offer:

  • 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

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