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How to Switch your Investments 

1. Log in to Secure Services via httpss://www.uctrf.co.za/6/P/Sanlam-Member-Site  

2. Click on the View your retirement fund detail option under the Retirement Funding heading:


3. You will be presented with various options – select My Investments:



4. You will now be able to see where you are invested:




5. Scroll down and click on Request a Change:
 




6. The Investment Choice Request page will open. You can now make your new selection:




7. Simply follow the prompts to proceed (first for new allocations, and then for future contributions, which apply to active members only):

 

8. Confirm your email address and mobile number:

9. After you confirm your email address, you will receive a confirmation email:


Forms

If you would prefer to do a manual switch, please download the applicable form, complete it, and submit it to switch.south@sanlam.co.za:

Click here for the investment selection form for Active Contributing members

Click here for the investment selection form for Living Annuitant members

Click here for the investment selection form for Deferred/Phased members