Get Sanlam Liquid Application Form

Filling out the Sanlam Liquid Application Form online can be a straightforward process if you follow these detailed instructions. This guide will walk you through each section and field of the form to ensure that you provide all necessary information accurately.

Follow the steps to successfully complete the application form.

1. Use the ‘Get Form’ button to obtain the form and open it in your editor.
2. Begin with Section A, where you will choose your investment options. Select the relevant option(s) for investment preferences, such as a Sanlam Liquid debit card or a savings account.
3. In Section B, provide your personal information. Fill in your full name, date of birth, identification details, and marital status. Ensure you attach a barcoded identity document and proof of residence, which should be a utility bill not older than three months.
4. If applicable, complete Section C with details of any person or entity assisting you with the application. Include full names, identity numbers, and contact information.
5. In Section D, choose the frequency for receiving statements. Indicate whether you prefer monthly, quarterly, annually, or no statements.
6. Move to Section E to provide your investment instructions. Specify the initial or further lump sum investment amount and the monthly investment amount if applicable. Include relevant dates.
7. Complete Section F with your bank details. Ensure the information is accurate, and don’t forget to attach the required verification documentation.
8. If applicable, proceed to Section H regarding any replacement of a financial product. Answer the questions honestly and attach any required documents.
9. In Section I, sign the declaration confirming that all information provided is accurate and complete.
10. Finally, save your changes, then you can download, print, or share the completed form as needed.

Complete your Sanlam Liquid Application Form online today to start your investment journey.