Sanlam Trust Beneficiary Fund

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:

  • 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

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