STANLIB business flow chart and contact details
Broker Line
STANLIB contact details
Our centralised administration service has a dedicated line: 0860 104 418
T
Broker Line
0860 104 418
The staff are able to assist you with:
F
New Business Linked Investments
0867 277 505
F
New Business Unit Trusts
0867 277 501
F
Unit Repurchase Instructions
0867 277 502
ЉЉ STANLIB Business Rules
ЉЉ Turnaround times
ЉЉ Balances and statements
ЉЉ Transaction status
ЉЉ Queries
ЉЉ Statements requests
ЉЉ Forms
ЉЉ Product-related questions
ЉЉ Fund fact sheets
E
Queries only
Unit Trusts: Linked Investments:
[email protected]
[email protected]
STANLIB Online
Workflow process
A self-service portal that can help you service your clients’ investments.
New instruction
Quality checking
(Operations)
Yes
Complete Instruction
Fax/e-mail to Operations
No
Processing
Pend for requirements
Complete
confirmation
sent to financial
adviser and BC
Operations notes requirements
on Workflow
Yes
No
Distribution support contacts
financial adviser for requirements
Receive outstanding documents?
Follow up 4 times (twice a
week) before termination
www.stanlib.com
Go to https://secure.stanlib.com
Log in using your STANLIB ID and password
Content:
Investment graphs:
ЉЉ Unit Trust and Linked Investments details
ЉЉ Unit Trust and Linked Investments statements
ЉЉ Unit Trust and Linked Investments tax certificates
ЉЉ Unit Trust and Linked Investments pre-populated
online forms
ЉЉ Load and view Unit Trust and Linked Investments
ЉЉ Maintain and update client groups
ЉЉ View Welcome Packs and Annuity details
ЉЉ Asset Allocation at a point in time
ЉЉ Asset Allocation over time
ЉЉ Sector Allocation
ЉЉ Top holdings in your client’s portfolio
ЉЉ Portfolio performance
ЉЉ Cumulative cash flow versus market value
Reports:
ЉЉ Client Listing
ЉЉ Client Book
ЉЉ Monitoring and Tracking
Tools and Calculators:
ЉЉ Investment Proposal
ЉЉ Risk vs Return Calculator
ЉЉ Fee Comparison Tool
ЉЉ Portfolio Construction Tool
Visit www.stanlib.com to access information
such as:
ЉЉ Fact sheets
ЉЉ eForms
ЉЉ Risk analyser
Unit Trusts
Linked Investments
ЉЉ All application forms and servicing forms are available on www.stanlib.com
ЉЉ Complete, sign, fax or e-mail the form and all documentation to STANLIB for processing:
fax 0860 277 506, e-mail [email protected]
ЉЉ Familiarise yourself with the documentation requirements and process information
detailed below
ЉЉ Call the STANLIB Broker Line should you require additional information or to enquire on the
progress of an instruction: 0860 104 418
Documentation requirements
Documentation requirements
New Business
Individuals
Trusts
Companies
ƬƬ Application form
ƬƬ Proof of payment
ƬƬ All FICA documents (refer
to application forms)
ƬƬ Where we are required to
debit a third party bank
account, we need the bank
account holder’s certified
ID with three specimen
signatures
ƬƬ Application form
ƬƬ Proof of payment
ƬƬ All FICA documents (refer
to application forms)
ƬƬ Application form
ƬƬ Proof of payment
ƬƬ All FICA documents (refer
to application forms)
Individuals
Trusts
Companies
ƬƬ A completed switch form
ƬƬ Ensure the client is FICA
compliant
ƬƬ A completed switch form
ƬƬ Ensure the client is FICA
compliant
ƬƬ A completed switch form
ƬƬ Ensure the client is FICA
compliant
Redemptions/repurchases
Individuals
Trusts
Companies
ƬƬ A completed repurchase
form
ƬƬ Ensure the client is FICA
compliant
ƬƬ A completed repurchase
form
ƬƬ Ensure the client is FICA
compliant
ƬƬ A completed repurchase
form
ƬƬ Ensure the client is FICA
compliant
Turnaround time
Cut-off time
Turnaround time
ƬƬ Direct deposit
ƬƬ Once-off debit
15h30
15h30
Approximately 3 business days
Approximately 3 business days
Repurchase
15h30
Approximately 3 business days
(depending on receiving bank). Add
another 2 business days for an agent bank.
New Business
Switch
Individuals
Trusts
Companies
ƬƬ Application form
ƬƬ Proof of payment
ƬƬ FICA documents Certified
ƬƬ Copy of ID
ƬƬ Proof of physical
address
ƬƬ Proof of banking details
on a bank letterhead
ƬƬ Application form
ƬƬ Proof of payment
ƬƬ FICA documents - Certified
ƬƬ Full Trust deed
ƬƬ Proof of banking details
in the name of the Trust
ƬƬ Trustees FICA: ID,
physical address
ƬƬ Letter from the court
of appointment of
signatories for the Trust
ƬƬ List of beneficiaries
ƬƬ Application form
ƬƬ Proof of payment
ƬƬ FICA documents Certified
ƬƬ Certificate of
incorporation
ƬƬ Proof of banking details
in the name of the
company
ƬƬ FICA of signatories: ID,
physical address
Please consult full FICA checklist on www.stanlib.com to ensure compliance to all
requirements.
Switches
Switches
Type of instruction
New Business
15h30
Approximately 2 business days
Individuals
Trusts
Companies
ƬƬ A completed switch form
ƬƬ Ensure the client is FICA
compliant
ƬƬ A completed switch form
ƬƬ Signed by the relevant
signatories
ƬƬ Ensure the client is FICA
compliant
ƬƬ A completed switch form
ƬƬ Signed by the relevant
signatories
ƬƬ Ensure the client is FICA
compliant
Redemptions/withdrawals
Individuals
Trusts
Companies
ƬƬ A completed withdrawal
form
ƬƬ Proof of banking details
if different from original
application
ƬƬ Ensure the client is FICA
compliant
ƬƬ A completed withdrawal
form
ƬƬ Ensure the relevant
Resolution is on record
authorising the signatory
to instruct on behalf of the
Trust
ƬƬ Proof of Trust banking
details if different from
original application
ƬƬ Ensure the client is FICA
compliant
ƬƬ A completed withdrawal
form, signed by authorised
representative on behalf
of the Company (letter of
authorisation signed by
all Directors or resolution
from the Board of
Directors clearly stating
if person is authorised to
instruct on behalf of the
company
ƬƬ Proof of Company banking
details if different from
original application
ƬƬ Ensure the client is FICA
compliant
E-mail the completed Unit Trust and Linked Investments forms to:
Unit [email protected]
Linked [email protected]
LEGAL DISCLAIMER
Information and Content
The information and content
(collectively ‘information’) provided
herein are provided by STANLIB
Wealth Management (“STANLIB
WM”) as general information for
information purposes only. STANLIB
does not guarantee the suitability or
potential value of any information or
particular investment source. Any
information herein is not intended
nor does it constitute financial, tax,
legal, investment, or other advice.
Before making any decision or taking
any action regarding your finances,
you should consult aqualified
Financial Adviser. Nothing contained
herein constitutes a solicitation,
recommendation, endorsement or
offer by STANLIB WM.
Copyright
The information provided herein
are the possession of STANLIB WM
and are protected by copyright and
intellectual property laws.
The information may not be
reproduced or distributed without
the explicit consent of STANLIB
WM. Disclaimer : STANLIB has taken
care to ensure that all information
provided herein is true and accurate.
STANLIB will therefore not be held
responsible for any inaccuracies
in the information herein. STANLIB
WM shall not be responsible and
disclaims all loss, liability or expense
of any nature whatsoever which may
be attributable (directly, indirectly
or consequentially) to the use of the
information provided.
STANLIB Wealth Management
STANLIB Wealth Management
Limited Reg. No. 1996/005412/06.
Authorised FSP in terms of the FAIS
Act, 2002 (Licence No. 26/10/590)