Sanlam Portfolio

Sanlam

About this app

The Sanlam app provides an overview of all of your Sanlam products. Access key information, manage your portfolio and make transactions right in the app.

Documents and paperwork are on-hand, with access to contracts, statements and tax certificates. You can also upload and keep your important documents safe in your document vault.

Admin is made easy with the ability to update your personal information, find your intermediaries contact information and track the progress of service requests.


How it works

Register or sign in to the app using your ID number or Sanlam username to set up your personal profile.

Set up a pin or enable fingerprint ID for the app and rapidly sign in on your next visit. Securely access your portfolio of Sanlam products and engage with the individual business units to view detailed information and transact online.

There is no need to register on another platform. When you purchase additional products, everything will be automatically included here.

The Documents section allows you to download Agreements, Statements and Tax Certificates for the last 5 years and also your Will held at Sanlam. It provides an online Document Vault where you can upload and securely store personal, financial and estate related documents.

Ratings and reviews

Complained 3x at Sanlam customer services about app. It's super slow, stalls all the time, does not open the required information, etc. Last time I complained, Rashieda from Sanlam phoned me & said I must try uninstalling the app, then reinstalling it. I did that and it's even worse than before. Of all the financial apps I am using, this one is by far the worst. Update on 3 Sep 24: Still no change. ZERO customer focus. App is worse than ever. Stalls, does not open. Update 8 Sep 25: Bad to worse!

pathetic attempt at an app. crashes all the time and not user friendly. simplify the app and stop trying to do too much.

poor experience. struggeling to get where I want after the update and when I press back, it goes out of the app and I have to log in again

What's new

General improvements & minor bug fixes.