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Sanlam revamps charity offering to work closely with trustees

News Team, 03/09/2020

Sanlam UK has launched an enhanced charity proposition, including a revamp of the portfolio service and a pledge to work more closely with trustees.

The wealth manager's national network of portfolio managers will now work with charities to understand their circumstances, before structuring a tailored portfolio with an aim to meet their specific investment objectives.

Penny Lovell

The new service will be more besp...


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