Some statements only come in PDF format and will need to be copied to the Generic Template.
Visit the Sanlam portal in your browser and sign in with your advisor credentials.
Go to Practice Management and select Remuneration Account
Select the Intermediary, as well as the period and click Submit
Click on Download on the specific statement
In the case of the PDF statement, you need to click View
If you can only download a PDF statement, you can make use of the Generic Template.
When to download the PDF statement
For the Remuneration Account
To look up Reserves
Look for Balances brought forward and cast forward
If the .csv statement is not available (you can request that the .csv statement get linked to your profile by contacting [email protected] or your Broker Consultant)