The SPF Shared Services Client Care Centre (CCC) supports a range of effective and easy-access self-help transactions. The next transaction in our range up for discussion is the Investment Change Form available on SanPort. Here’s what you need to know.
This transaction allows you to generate a shortened investment change form that contains only the selected funds.
What makes this transaction more efficient is that selected funds are validated for Regulation 28 compliance before the investment change form is provided.
Click here to download a PDF that will guide you through the process.
With self-help options like this one on SanPort, we strive to make your business more efficient and effective. Look out for the next edition of Inside Sanlam Distribution to find out more about other value-added transactions available.