How to invest
Important notice: At Denker Capital, we do not provide investment advice. Please be aware of scammers impersonating Denker Capital on platforms such as Telegram, and never agree to any transactions or accept any advice via social media or messaging platforms using our name and branding.
Direct investors
Below you’ll find the processes to follow for investing in our unit trust funds. If you would like our assistance with follow-ups or need a query escalated, please contact us at investorrelations@denkercapital.com.
South African unit trust funds
Our relationship with Sanlam Collective Investments
You’ll see that our South African unit trust funds are ‘co-branded’, with the abbreviation ‘SCI’ in the fund names. SCI stands for Sanlam Collective Investments, appointed as the Management Company providing the regulatory and operational services for our local funds so we can focus fully on managing your investments. All investment instructions are therefore carried out by SCI, while we are here to support you if necessary.
New investors
(no existing investments in any SCI co-branded funds)
For investments of up to R1,000,000:
Invest online via Smart Invest.
For investments of over R1,000,000:
Click here to download and complete the relevant Unit Trust Application Form, depending on whether you’re investing as an individual or an institution. Once completed, please email your form to utinstructions@sanlaminvestmentssupport.com.
Please note that any content included in the body of the email will not be read, as this mailbox is used solely for workflow creation.
When your application has been processed, you will receive a welcome letter from SCI, containing the bank account details and reference number to use when making payment.
Existing investors
(in any SCI co-branded fund)
For investments of up to R1,000,000:
Invest online via Sanlam Online.
For investments of over R1,000,000:
Click here to download and complete the Additional Investment Form. Once completed, please email your form to utinstructions@sanlaminvestmentssupport.com.
Please note that any content included in the body of the email will not be read, as this mailbox is used solely for workflow creation.
Other transactions
To buy, switch or sell your investments, or to manage your debit orders, please visit Sanlam Online.
For assistance in completing any digital journey or manual forms, please contact the Sanlam Collective Investments Services team:
Global unit trust funds
Our relationship with Sanlam Asset Management (Ireland) and Northern Trust
Our global funds are domiciled in Ireland and managed by Sanlam Asset Management (Ireland) (SAMI), an authorised and regulated UCITS Management Company. While we manage the investments, SAMI is responsible for governance and operations and has appointed Northern Trust to process all investor instructions.
Applicable funds
For a streamlined investment experience, we recommend investing through a qualified financial adviser or an investment platform, which can assist with administration and ongoing support.
Investors who prefer to invest directly may do so by following the application process outlined below:
Investor forms
The latest investor forms (trades, transfers, contact update forms and application forms) can all be accessed, downloaded and completed via the SAMI website.
New investors
Please complete the relevant Sanlam Universal Funds application form, depending on whether you’re investing as an individual or an institution.
Other transactions
If you would like to buy (subscribe), switch (exchange) or sell (redeem) your investments, please complete the Sanlam Universal Funds dealing form.
If you are making an investment - whether a new or additional investment - please ensure that you use the appropriate Sanlam Universal Funds Plc banking details, depending on the currency in which the payment will be made. Please do not use the Sanlam Global Funds Plc banking details.
Next steps
Once completed, please email your form to sanlamtainstruction@ntrs.com
Please note that any content included in the body of the email will not be read, as this mailbox is used solely for workflow creation.
For assistance in completing any forms, making payments, additional queries, statements, or follow ups, please contact the Sanlam Investor Services team:
Please contact the Sanlam Investor Services team or your bank if you need assistance in setting up the banking details on your online banking system.
Sub-advised unit trust fund
The Nedgroup Investments Financials Fund is managed by Denker Capital according to a sub-advisory mandate.
To invest, please visit the Nedgroup Investments website.