search menu Home > Financial advisers > Products PRODUCTS The Sanlam Portal For clients with standard or less complex investment requirements, or to help build a portfolio within tax efficient wrappers, take a look at the Sanlam Portal products. The Sanlam Portal service enables you to access a comprehensive range of investment vehicles designed to meet your clients’ personal circumstances and requirements. Some have the potential to enhance the tax efficiency of their investment portfolios. We designed the Portal for you and your clients with four principles in mind: Simple Focused Efficient Helpful The following products are available through the Sanlam Portal: General Investment Account - A flexible account that allows your clients to hold a variety of savings and investments. Individual Savings Account (ISA) - Helping your clients make the most of their annual tax-free savings allowance. Onshore Bond - A tax-efficient way to make lump sum investments over the long term. Personal Pension Plan - Helping your clients build and enjoy their retirement wealth using a tax-efficient method. Investment choice: Your clients have two choices of where to invest when using our Portal Products: Risk-rated model portfolio solutions - Clients can choose from 3 ranges of portfolios depending on their risk rating – actively managed, index-linked and socially responsible model ranges available. Other funds - We also offer access a wide range of external funds and, if you are applying online, you may also be able to transfer funds into your Sanlam ISA or General Investment Account from existing, similar sources held with other companies without having to cash them in. This process is called re-registration. Flexible access to investments At some point your clients will want to realise some or all of their investments and we aim to make it as easy as possible for them. Your clients can make withdrawals in any one of three ways from their Sanlam Portal ISA, General Investment Account or Onshore Bond: On an ad-hoc basis. By choosing a fixed, regular withdrawal. By using our “Income Sweep” facility, which allows them to enjoy the natural income that may be generated by their investments. When it comes to taking money from their Personal Pension plan in retirement, we’ve created a “flexi access” facility, which allows your clients to: Keep money invested. Make lump sum withdrawals. Take a regular income. Or any combination of the above It’s up to you and your clients, and there’s no charge for withdrawing funds. Find out more Guides Guides to the Sanlam portal. Find out more Applications Portal Product applications. Find out more Factsheets and Performance Portal product factsheets and performance. Find out more Fund range Choose from a range of award-winning funds backed by the extensive experience and resources of our investment teams. Find out more Contact us To find out more about our products and services please either contact your usual Account Director, email us below or call Sales Support on 0117 453 2080. Email us Create a downloadable brochure You can use these buttons to add a page, edit, or print your own brochure Add to brochure Contact Add to brochure Brochure 0 Print Share Contact Us Terms of Use Website Privacy Policy Cookie Policy Modern Slavery Act Transparency Statement Accessibility Legal and Regulatory Sitemap © Sanlam. All rights reserved. Sanlam UK Limited is the provider of the Sanlam website. If you would like to view the regulatory and legal status of each Sanlam company to which this website relates, and the services and products which they provide, please click here. This section of our website is intended for use by Professional Financial Advisers only. If you are a Professional Financial Adviser, please CONFIRM to continue. Please note past performance is no guide to future performance. No - I'm looking for content for individuals Cookie Consent We have to collect some data when you use this website so it works and is secure. We'd also like your consent to collect data to study how people use our site. This will help us improve our service and tailor the marketing you see on apps and other websites. Select 'Accept all' to agree or 'Manage consents' to chose which cookies we use. Accept all Manage consents The value of investments and any income from them can fall and you may get back less than you invested.