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About Portfolio

The Sanlam app provides an overview of all of your Sanlam products. Access key information, manage your portfolio and make transactions right in the app.

Documents and paperwork are on-hand, with access to contracts, statements and tax certificates. You can also upload and keep your important documents safe in your document vault.

Admin is made easy with the ability to update your personal information, find your intermediaries contact information and track the progress of service requests.


How it works

Register or sign in to the app using your ID number or Sanlam username to set up your personal profile.

Set up a pin or enable fingerprint ID for the app and rapidly sign in on your next visit. Securely access your portfolio of Sanlam products and engage with the individual business units to view detailed information and transact online.

There is no need to register on another platform. When you purchase additional products, everything will be automatically included here.

The Documents section allows you to download Agreements, Statements and Tax Certificates for the last 5 years and also your Will held at Sanlam. It provides an online Document Vault where you can upload and securely store personal, financial and estate related documents.

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Frequently Asked Questions(FAQ)

What does the Sanlam app provide?

The Sanlam app provides an overview of all of your Sanlam products, access to key information, portfolio management, and the ability to make transactions.

What documents and paperwork can I access on the Sanlam app?

On the Sanlam app, you can access contracts, statements, tax certificates, and you can also upload and store your important documents in a document vault.

How do I register and sign in to the Sanlam app?

You can register or sign in to the Sanlam app using your ID number or Sanlam username to set up your personal profile.

Can I secure my personal information on the Sanlam app?

Yes, you can set up a pin or enable fingerprint ID for the app to securely access your portfolio and engage with the individual business units.

Do I need to register on another platform if I purchase additional products?

No, when you purchase additional products, everything will be automatically included in the Sanlam app.

What documents can I download from the Documents section on the Sanlam app?

In the Documents section, you can download agreements, statements, tax certificates for the last 5 years, and also access your Will held at Sanlam. You can also upload and securely store personal, financial, and estate-related documents in the online Document Vault.