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Stockbroking

Deciding which shares to buy and sell can be stressful if you don’t have time every day to get to know and understand the markets. Our dedicated stockbroking service provides you with the necessary support to trade shares to maximise your returns.


We offer execution, settlement and custody services to both institutional and retail clients.

Institutional services

We provide an efficient and cost-effective dealing service through:

  • Care orders
  • Direct market access (high frequency trading)
  • Using our network to show flow and move large lines of stock, minimising market impact.


We offer market-making solutions to issuers of exchange traded funds (ETFs).

Retail services

Our dedicated stockbroking service provides you with the necessary support to trade shares and to provide advice to assist you in maximising your returns, through two channels:

  • Our team of qualified stockbrokers and portfolio managers
  • Online trading on our in-house platform, Sanlam iTrade.
How does our stockbroking service work?
  • You sign a mandate giving us permission to act on your behalf. We’ll then handle all the administration for you. This can be either on an execution-only basis or an advised basis.
  • You can get market and share price information daily from any of our branches or from our online platform to help you in your trading decisions.
  • We provide daily reporting of your trades and monthly portfolio valuations. In addition we provide annual tax reports to assist in the completion of your tax return.
  • You have access to our monthly newsletters and research as well as our client roadshows and presentations.


Derivatives trading

We offer a brokerage service on derivatives. We’re a registered member of the South African Futures Exchange (SAFEX), the futures exchange subsidiary of the JSE Limited.


A derivative is a financial instrument whose value depends on the value of one or more underlying assets and is generally used as a hedge against certain risks and for leveraging positions. Its value will change based on changes in the underlying assets. The main categories of derivatives are futures, options and swaps. The key benefits of derivatives are their liquidity and low costs.

Our derivative brokerage service includes:
  • Local and international single stock futures
  • Index futures
  • Option trading
  • Currency futures
  • CFD (contracts for difference) futures.


Self-managing your portfolio

Should you prefer to self-manage your portfolio, we also offer an online share trading platform, Sanlam iTrade.


We provide:

  • Live market information and news feeds
  • Comprehensive data on listed shares and exchange traded funds
  • Market reports
  • Consensus stockbroker forecasts
  • Alerts and stop-loss orders
  • Watch-lists
  • Trade confirmations.


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