Sanlam Money Market Fund – Full Guide To Investing In 2023
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Sanlam Money Market Fund Fact Sheet
Launch date |
2014 |
Registered Office |
Africa Re Centre, 5th Floor, Hospital Rd, P.O Box 67262, 00200 Nairobi, Kenya |
Fund Manager |
Sanlam Investments Ltd |
Trustee |
Stanbic bank |
Custodian |
Stanbic |
Auditor |
PwC |
Interest Rate
|
9.6% |
Management Fee |
1.2% |
Initial Fee |
Nil |
Minimum Investment |
Ksh 2,500 |
Minimum Top-Up |
Ksh 1,000 |
Withholding Tax |
15% |
Statements |
Monthly |
Sanlam Money Market Registration
KYC Requirements
Individual/Joint
1. Certified copy of National ID or Passport
2. Certified Passport size photo
3. Copy of PIN Certificate
4. Copy of tax exemption certificate (If applicable)
5. Certified copy of ATM Card or certified copy of bank statement or original cancelled cheque
6. Deposit payment proof For M-Pesa deposits, provide the M-Pesa transaction number while issued cheques should be written in the Sanlam Unit Trust name.
Corporate
1. Certified copy of National ID or Passport for all signatories
2. Certified passport size photo for all signatories
3. PIN Certificate for all signatories
4. PIN Certificate for the firm/organization
5. Copy of tax exemption certificate (if applicable)
6. Copy of memorandum and articles of association or updated CR12
7. Proof of resolution minutes to act on behalf of the company signing mandate and authorized signatories.
8. Certified copy of bank statement or original cancelled cheque
9. Deposit payment proof For M-Pesa deposits, provide the M-Pesa transaction number while issued cheques should be written in the Sanlam Unit Trust name.
Account Opening Options
Mobile App
1. Download the Sanlam Unit Trust App
2. Tap on ‘Create a Sanlam Unit Trust Account’
3. You will be directed to the self registration page whereby you are required to provide your personal information and contact details.
4. Once done, click on ‘Submit’
Online Service Portal
1. Navigate to the Sanlam online self registration page
2. Fill in the required details as per the relevant sections including; personal info & contact details, risk assessment, fund & bank account details etc
Application Forms
Send duly completed application forms, relevant KYC documents & proof of payment to email clientservice@sanlameastafrica.com or Whatsapp 0793 377373
Sanlam Money Market Deposit/Top Up Options
M-Pesa Paybill
Paybill No. | Account No. |
888111 | Your membership number |
Bank Transfer
Stanbic Bank
|
Account Name: | Sanlam Unit Trust |
Account No. | 100003738118 | |
Branch: | Kenyatta Avenue | |
Branch Code: | 31002 | |
SWIFT Code: | SBICKENX |
Mobile App
1. Login to the Sanlam Unit Trust app ( Android )
2. Click on the + sign located at the bottom right
3. Select the ‘Deposit’ option
4. Under the deposit section, you will have the option to make deposits via M-Pesa or Bank transfer
Note: The Sanlam app only provides the payment details for each of the options and does not directly effect deposit transfers.
Online Service Portal
Sanlam Money Market Withdrawal Options
Mobile App
1. Login to the Sanlam Unit Trust app ( Android )
2. Click on the + sign located at the bottom right
3. Select the ‘Withdraw’ option
4. Select withdrawal account
5. Input amount to withdraw
6. Input reason for withdrawal
7. Enter your Sanlam password
8. Select withdrawal option ‘Bank Transfer’
9. Click on ‘Withdraw’ tab
Sanlam Money Market View Statement Options
Mobile App
1. Login to the Sanlam Unit Trust app ( Android )
2. Click on the + sign located at the bottom right
3. Select the ‘Statement’ option
4. Tap on your Sanlam account number to display your statement online consisting of deposits, interest earned and withdrawals amounts made.
Online Service Portal
1. Login to your Sanlam account via the online Sanlam client portal
2. On the left menu, click on ‘My Accounts’
3. Under the manage account header, click on ‘View Statement’
4. The above action will download a PDF version of your Sanlam statement.
Sanlam Money Market Application Forms
Sanlam Unit Trust Individual Application Form – Download
Sanlam Unit Trust Joint Application Form – Download
Sanlam Unit Trust Corporate Application Form – Download
Sanlam Money Market Contact Details
Physical Address |
|
info@sanlameastafrica.com
|
Sanlam Investments East Africa Limited
Africa Re Centre, 5th Floor, Hospital Rd, P.O Box 67262, 00200 Nairobi, Kenya |
||
Phone |
0719 067000 | |
0722 207842 | ||
0733 207842 |
Wanted a savings account for as much as I can on monthly basis only to be offered a limit of 5000( flex cash). Is this the same money market
Interested