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Sanlam Money Market Fund Fact Sheet

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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	Email	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