How to claim shares

If you qualify for the free shares that were allocated with Sanlam's demutualisation but haven't claimed these yet, you can get confirmation from the Demutualisation Trust (Trust) that it holds unclaimed shares on your behalf by clicking here.

The shares release process

Step 1:  Phone the number that was provided to you.

Step 2:  Check which documents will be required. For example:

• Identity document
• Marriage certificate
• Divorce order
• Death certificate (if former husband deceased, remarried)
• Birth certificate for a minor if ID has not been issued yet
• Curator's letter of appointment if declared insolvent
• Letter from executor and death certificate if share beneficiary is deceased

Step 3: Complete the relevant form in full and sign.

Step 4:  Have all supporting documents certified by the SA Police Services or a Commissioner of Oaths.

Step 5:  Hand in the required form and supporting documents. A prepaid envelope will be supplied by the Trust.

Please note: Ensure that the information on the form has been completed correctly, as this is how it will be recorded on Sanlam's shares register.

The shares transfer process

Step 1:  The submitted forms will be checked for completeness.

Step 2:  The Trust will request, in writing, additional information from shares beneficiaries whose forms are incomplete or where supporting documentation is outstanding.

Step 3: The claimant's identity will be confirmed.

Step 4: The information will be captured on a database and sent to Sanlam's transfer office, Computershare, in Johannesburg to complete the transfer process.

Please note: Because Computershare has to comply with FICA requirements, the Trust does not accept any responsibility for the placing of any banking details. The onus is on the new shareholder to have the details recorded with Computershare before or during the sales of shares.