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Skip Navigation Linksproviding-access-by-creating-responsible-financial-solutions Providing Access by Creating Responsible Financial Solutions

Providing Access by Creating Responsible Financial Solutions

Key Performance Indicators

Advisers
 

7 880

Brokers
 

8 263 (878 additional individuals and brokerages compared to 2018)

We believe our products and services should align to our clients’ financial situation, investment objectives, level of risk tolerance, and level of financial knowledge and experience. In this way we provide access and create responsible financial solutions.

Products and Services Are Designed and Developed for Specific Target Markets

We believe in creating a client value proposition that incorporates tailored financial product and service offerings based on the Treating Customers Fairly (TCF) regulatory framework. Sanlam’s five-step product governance framework ensures that a clearly defined target market is identified at the start of the product development process: