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 credentials as market-leading wealth protectors are well-founded.
  
As the second largest Beneficiary Fund in South Africa, we take care of 18 000 beneficiaries with R 2.1 billion assets under management.
 
We offer:
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A Unique Life-Stage Investment Model
	
	
	
Competitive and transparent fees
	
	
	
Cost effectiveness, with required flexibility
	
	
	
Tracing of beneficiaries and guardians
	
	
	
Dedicated client account managers
	
	
	
Subsidy on food, clothing and stationary through our retail partners.
	
	
	
Annual Guardian Roadshows
	
	
	
Dial-a-teacher educational support service to students (9 to 18 years),
	
 
Contact Madi Carstens
Head of Sales: Beneficiary Fund and Umbrella Trusts
Madi.carstens@sanlam.co.za
T 011 778 6487 / 071 689 1860
 
https://www.sanlam.co.za/personal/financialplanning/willstrustsestates/Pages/beneficiary-fund.aspx