Sanlam Glacier is a private tool for offshore investors working for Sanlam. It not only serves to educate them on the product offering but also to ensure that they have access to all of the necessary documentation.
Furthermore, it aids the capturing of all client information, as well as facilitating the reporting they offer their clients. They are able to easily access and edit templates, see recent documents and search for documentation.
All documents are fully editable and allow investors to upload graphs, images etc. as well as include and exclude sections according to the clients’ preferences. These can then be converted into PDF format and emailed to clients, downloaded or printed.
The platform enhances the efficiency of the investors and facilitates compliance with company procedures.