Sanlam Secure Services is the new client-facing website that
consolidates information from Sanlam Private Wealth (SPW),
Glacier, Sanlam Collective Investments (SCI) and Sanlam
Individual Life & Segment Solutions (SILSS), and replaces
existing Secure Services capability (of which SPW was not
previously a part of).
In 2015, Secure Services will be expanded to include Employee
Benefits and Sanlam Sky Solutions.
You will be able to view a summary of your total portfolio with
each of the businesses mentioned above, and you will be able
to click through from Secure Services to the respective
The SPW Portfolio View has been
upgraded with a complementary look
and feel to match that of Secure
Services and the new Sanlam public
sites and it will be rolled out at the same
time as the Secure Services site.
Both Secure Services and SPW Portfolio
View have been designed in ‘responsive
design’. This means that the website will
adjust to fit the screen of the device you
are using to browse the site with.
Functionality that currently exists in the SPW Portfolio View remains unchanged.
If you have existing usernames/passwords to the SPW Portfolio View, you will be able to continue logging on as you always have. However, you will need to register on Secure Services as your direct access to the SPW Portfolio View will close after 6 months, on 1 August 2015. After this date, no direct access to the SPW Portfolio View will be possible.
NB: Existing usernames and passwords are not recognised on Secure Services.
If you are a new user, you will register directly on Secure Services. From here you will be able to click through to the SPW site.
During the registration process, you will need to have your cellphone with you, as a temporary password will be sent to you by SMS. As with online banking, you will need to enter this temporary password before choosing a new password.
If you need to access additional accounts for other legal entities (e.g. spouse, trust, company, etc.) you will have to follow a separate process when registering on Secure Services. This is described below.
The ‘Sanlam Secure Services: Registration of Proxy’ form needs to be completed. (This can be downloaded from the Secure Services site and has been attached to this document.)
The ‘Sanlam Secure Services: Registration of Authorised Representative’ form needs to be completed. (This can be downloaded from the Secure Services site.)
Secure Services is for clients only. Intermediaries will continue to register and access the SPW intermediary site.
An intermediary cannot register as a proxy holder.
Sanlam iTrade has two logins; the Sanlam iTrade website and the IRESS trading platform.
Due to the nature of the iTrade business, clients will continue to log on directly to the iTrade website. However, should a client register on the Client Portal and he/she has an iTrade account, the client would also be able to access iTrade with a click-through from the Portal.
The logon to the IRESS trading platform will remain separate.