Sanlam Easy Invest is designed with you in mind. The app saves you time on filling out tedious instructions, gives you the upper hand with unit trust offerings, and allows you to focus your attention on what really matters: your clients.
The upper hand with lower investment minimums
Did you know that the lowest debit order and lump sum minimums that Sanlam Collective Investments can offer investors can only be accessed through Sanlam Easy Invest? This means that intermediaries making use of the Easy Invest App are able to offer new clients lower minimums compared to those without the app.
We’re leaving paper forms behind
With Easy Invest, there is no need to fill out any forms. The app saves all your existing clients’ information so that when they would like to make an additional investment or disinvestment, all their information populates on the instruction automatically, no need for anyone to fill it out each time, leaving very little fields to complete. You can start and submit an instruction within 5 minutes!
Save time with instant verifications
No need to wait for your form to be manually processed before picking up any errors. Easy Invest contains innovative built-in software that allows you to verify clients’ information instantly, as you enter it. This also means that you no longer need to submit any supporting documentation, like bank statements or ID copies, with your applications.
For more information, or to download the app, follow the link to the Sanlam Easy Invest page on SanPort.