RA Intermediary

ima_be_thatguy

Well-Known Member
Joined
Sep 21, 2015
Messages
115
Hi
I have an old financial adviser whom i havent seen in years as an intermediary on my account.

Can anyone tell me what exactly this means, Can i remove him? or is it ok to leave him as an intermediary with no fear that he me might screw up my RA.
 

supersunbird

Honorary Master
Joined
Oct 1, 2005
Messages
60,142
What type of RA is it? A contract you have to contribute to a certain age or a unit trust based one?

If the first, I don't know, if the latter, yes.
 

supersunbird

Honorary Master
Joined
Oct 1, 2005
Messages
60,142
Maybe contact them and find out, these seem to be the contact details:

Sanlam Client Care Centre: 021 916 5000 or 0860 726 526 (SANLAM)
Email: life@sanlam.co.za
 
Top