Terms of use

Online Valuation Facilities

Sanlam Private Investments (UK) Limited and Sanlam Investments and Pensions (the trading name of Sanlam Life & Pensions UK Limited and Sanlam Financial Services UK Limited) are group companies of Sanlam and each operate online account valuation facilities in respect of their services and products (together “Online Valuation Facilities”) which are accessed via this website, and are the owners and/or licensees of the Online Valuation Facilities. By registering for and accessing the Online Valuation Facilities you confirm you have read and accept these Website Terms of Use and Website Privacy Policy and the applicable Cookie Policies.

Sanlam Private Investments (UK) Limited and Sanlam Investments and Pensions do not warrant that access to the Online Valuation Facilities will be uninterrupted or error-free nor do they warrant the quality or accuracy of the content. Access to the Online Valuation Facilities may be suspended at any time for technical or maintenance purposes or to upgrade content or functionality or withdrawn for example in the event of misuse.

If you choose, or are provided with, a user identification code, password or any other piece of information as part of our security procedures, you must treat such information as confidential. You must not disclose it to any third party. We have the right to disable any user identification code or password, whether chosen by you or allocated by us, at any time, if in our reasonable opinion you have failed to comply with any of the provisions of these Terms.

If you know or suspect that anyone other than you knows your user identification code or password, you must promptly notify us. You are solely responsible for your use of your login details.
In the case of joint accounts, any personal data and investment information of each account member will be visible to both members of that joint account via your own respective Sanlam Connect logins, as well as in certain joint documentation such as valuation statements.
With Sanlam Connect, you may also request an online link to additional third parties such as family members, trusts or companies, for instance. Provided the relevant authorisation has been granted, you will then be able to access data belonging to that third party, via your own Sanlam Connect login.

Sanlam Private Investments (UK) Limited and Sanlam Investments and Pensions are each regarded as data controllers in respect of personal data processed by them when you register for and access our Online Valuation Facilities. Our Website Privacy Policy explains how your personal data is processed and what your rights are.