Merchant West Investments
+27 21 492 0200 | invest@merchantwest.co.za
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Become a Strategic Partner

Partner with us and gain access to all local asset classes with specialized representation.

4900 +
Stocks to invest in globally

WHY CHOOSE US?

We are committed to understanding you and your clients’ needs. We offer expertise, products, and competitive rates all in one package.

We trust in our own funds through the investment of our provident funds

We have representation on all of the major platforms

We don’t charge performance fees

We invest in rare funds such as Flexible income fund, Managed Payers and Growers, Stable Payers and Growers, and the Value Fund

RECOMMENDED HIGH-PERFORMING FUNDS:

Money Market

The fees are lower resulting in competitive performance against all other money market funds. This fund is safe, stable with little to no risk.
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Value fund

 This fund has had the highest demand from August 2021 to May 2022
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View our range of unit trust funds to find one that meets your and your client’s investment objective. You can access our unit trust funds via our Smart Invest platform or invest directly by following the instructions below.

South African Funds (ZAR)

Download and complete an application form for individuals, non-individuals or tax-free savings accounts along with all the required supporting documents.

Submit the completed application form and supporting documents to utinstructions@sanlaminvestmentssupport.com

Once you have received confirmation from Sanlam that your application has been correctly submitted, you may go ahead with the payment of the relevant investment amount. Please send proof of payment to utinstructions@sanlaminvestmentssupport.com
You will receive electronic confirmation once your investment is finalised.

For further assistance or questions please contact:

Sanlam Collective Investments
0860 100 266
service@sanlaminvestments.com

Merchant West Investments
+27 (0)21 492 0200
invest@merchantwest.co.za

GLOBAL FEEDER FUNDS (ZAR)

Download and complete an application form for individuals, non-individuals or tax-free savings accounts along with all the required supporting documents.

Submit the completed application form and supporting documents to utinstructions@sanlaminvestmentssupport.com

Once you have received confirmation from Sanlam that your application has been correctly submitted, you may go ahead with the payment of the relevant investment amount. Please send proof of payment to utinstructions@sanlaminvestmentssupport.com
You will receive electronic confirmation once your investment is finalised.

For further assistance or questions please contact:

Sanlam Collective Investments
0860 100 266
service@sanlaminvestments.com

Merchant West Investments
+27 (0)21 492 0200
invest@merchantwest.co.za

GLOBAL EQUITY FUND (USD)

Download and complete an application form along with all the required supporting documents. Complete the dealing form in order to specify what fund you wish to transact in.

Fax the completed application form and supporting documents to the fund administrator, Brown Brothers Harriman (BBH) in Dublin: +353 1 241 7131

Once you have received confirmation that your documentation is in order, pay the relevant investment amount and fax proof of payment to the number above.

For further assistance or questions please contact:

Brown Brothers Harriman
+353 1 241 7130
Sanlam.TA@bbh.com

Sanlam Private Wealth Offshore
(Investors based in South Africa)
+27 21 950 2770
offshore@privatewealth.sanlam.co.za

Merchant West Investments
+27 (0)21 492 0200
invest@merchantwest.co.za

GLOBAL VALUE FUND (USD)

Download and complete a Subscription Agreement and check that the details on the form are correct before printing and signing the form

Email the subscription agreement and supporting documents to JTC Group (the administrator) at investorservices@jtcgroup.com

Post the original form and supporting documents to:
A/T Jacky Raphael
JTC Fund Solutions (Guernsey Limited)
Block B Century Falls
Century Boulevard, Century City,
Milnerton, Cape Town
7441
Once you have received confirmation that your documentation is in order, pay the relevant investment amount and email proof of payment to the email address above.

For further assistance or questions please contact:

JTC Fund Solutions (Guernsey) Limited
+44 1481 702 400
investorservices@jtcgroup.com

Merchant West Investments
+27 (0)21 492 0200
invest@merchantwest.co.za

NEWSLETTER

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Merchant West Investments
6th Floor, The Terraces, 25 Protea Road
Claremont, Cape Town, 7708
+27 21 492 0200 |  invest@merchantwest.co.za

Merchant West Investments  FSP 44508

BECOME A STRATEGIC PARTNER

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