After your unit trust account is successfully created and you have received your welcome email, the last step to confirming your account is to log onto your Secure Services profile.

Secure Services enables you to have control over your investment portfolio, with all the tools you need at your fingertips. After logging in for the first time, you will be able to monitor and keep track of your unit trust investment 24/7.

Secure Services enables you to:

• View all your Sanlam products in one place
• Perform transactions, such as making additional investments, disinvestments and switches
• Update your personal details and change your debit order instructions
• Track the progress of your investments and view your investment balances
• Generate an investor statement or tax certificate
• View graphical representations of the growth of your funds
• View your Investment Return percentage and Effective Annual Cost calculations
• View the asset allocation of your unit trust investment, on a fund and a portfolio level, to see what class of assets you are invested in