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Select the investment contract from which you want to disinvest*. Capture the relevant details. Upload any supporting documents and click submit. ACCESSING DISINVESTMENTS All transactions can be accessed via the navigation menu on the left-hand side of the home page.
Can I withdraw money from my unit trust account?
Yes, you can. However, your transfer will take up to 2 business days to be reflected in your account. Can I transfer from my UTC Account to another financial institution? Yes, you can now transfer funds from your TT-denominated UTC Account to a local bank via ACH (Automatic Clearing House).
How do I withdraw money from a unit trust?
You can withdraw your investment from your unit trust fund at any time. Also known as a repurchase or redemption, this is when you sell some or all of the units that you own in a unit trust fund. The proceeds are then paid into your bank account.
What is the exit fee for a unit trust?
A fee or sales charge imposed when investors sell shares in certain unit trusts or other investment vehicles. The amount tends to decrease the longer you hold the shares, often to nothing after a set period of time, i.e. three or five years.
How do I contact Sanlam unit trust?
Where should I direct enquiries on my Sanlam Unit Trust? Should you have any enquiries or require additional assistance, please contact the Sanlam Collective Investments Client Contact Centre on 0860 100 266 or service@sanlaminvestments.com.
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Withdrawals Register on Sanlam Secure Services. Check your eligibility. Consider the impact of tax on your withdrawal. Complete the savings withdrawal request form. Submit your savings withdrawal request form. Sanlam must request a tax directive from SARS. Wait for processing and payment.
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