How to Invest


On 8th July 2017 Element Unit Trust Funds entered into a co-naming agreement with Sanlam Collective Investments (“SCI”). Following this amalgamation, Element Investment Managers will remain the investment manager of the underlying funds and there will be no changes to the underlying Unit Trust portfolios, nor any impact on the manner in which the funds are managed. However, the administrative and operational aspects of investing with Element will be handled by SCI.

Investors should note that all investment forms and supporting documents should be emailed to: UTinstructions@sanlaminvestmentssupport.com or faxed to 0860 724 467

If you require any assistance in completing any of the form, please call SCI’s call centre on 0860 100 266 or email service@sanlaminvestments.com

All investment forms will also be available on SCI’s website under the heading “Forms” https://www.sanlaminvestments.com/personal/investments/unittrusts/Pages/default.aspx/

Please make sure you send your completed instruction (including supporting documents) before the transaction cut-off time. SCI can only process your instruction once they have received the correct and accurately completed form and the required supporting documents. If an instruction is issued incorrectly, is unclear, incomplete, or if the supporting documents are not received by the cut-off time, the processing of the transaction will be delayed.

 The transaction cut-off time is 15:00

Current investors can also directly transact on SCI’s Secure Services Portal. This include:

  • Manage your portfolio online and securely
  • View your portfolio
  • Conduct transactions
  • Request statements
  • Update your personal details

To register, please go to: https://cp.sanlam.co.za

How to register as an IFA

Any advisor requiring a broking contract should complete SCI’s IFA Registration Document and process. Please contact SCI directly on 0860 100 266 or email service@sanlaminvestments.com for further information.

Disclaimer:

Sanlam Collective Investments (RF) (Pty) Ltd SCI”, a registered and approved Manager in Collective Investment Schemes in Securities. Collective investment schemes are generally medium- to long-term investments. Past performance is not necessarily a guide to future performance, and that the value of investments / units / unit trusts may go down as well as up. A schedule of fees and charges and maximum commissions is available from the Manager on request. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio. SCI retains full legal responsibility for the third party portfolio. The Manager has the right to close the portfolio to new investors in order to manage it more efficiently in accordance with its mandate. An annualised return is the weighted average compound growth rate over the period measured. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-div date. Performance is calculated for the portfolio and the individual investor performance may differ as a result of initial fees, actual investment date, date of reinvestment and dividend withholding tax. If the fund holds assets in foreign countries it could be exposed to the following risks regarding potential constraints on liquidity and the repatriation of funds: macro-economic, political, foreign exchange, tax, settlement and potential limitations on the availability of market information. If the fund holds assets in foreign countries it could be exposed to the following risks regarding potential constraints on liquidity and the repatriation of funds: macro-economic, political, foreign exchange, tax, settlement and potential limitations on the availability of market information.

*SCI refers to  Sanlam Collective Investments.