www.statusin.org

Name of the Organization : STANLIB
Type of Facility : View Statements & Tax Certificates Online
Location : Johannesburg
Country : South Africa
Website : https://stanlib.com/

STANLIB Online

STANLIB Online is a self service portal that allows you to actively view and manage your clients’ investments.

Related : SARS Tax Clearance Certificate : www.statusin.org/7217.html

As a financial adviser you can complete several transactions on STANLIB Online. We have listed details of these below.

Features of STANLIB

** View investment details
** View statements and tax certificates
** Generate and view investment graphs for their portfolio for example Asset Allocation, Sector Allocation, Top Holdings and Performance graphs

** View welcome packs for new investments
** Purchase more units in their existing unit trust funds
** Switch units out of one fund and into another unit trust, and

** Create a form that already includes their details that can be used to send instructions to STANLIB for example switches, repurchases, additional investments, ATM linking, investment updates, should they not wish to or are unable to complete this online

Financial advisers are able to view statements and reports including :
** View clients’ investment details
** View clients’ statements and tax certificates
** Generate and view clients’ investment graphs on the clients’ portfolio for example Asset Allocation, Sector Allocation, Top Holdings and Performance graphs

** View welcome packs for new clients’ investments
** View anniversary letters for clients
** Subscribe clients to various publications
** View consolidated reporting on their clients

FAQ On STANLIB

How frequently does reporting gets done and statements sent to clients?
Standard Bank Institutional Money Market Fund and Standard Bank Corporate Money Market Fund : Statements will be sent monthly or on request. Quarterly, half yearly or annual reportbacks can be done on request for larger investments.

What is the minimum investment amount?
Standard Bank Institutional Money Market, Standard Bank Corporate Money Market Fund, STANLIB Cash Plus – minimum investment amount is R20 million

How do Money Market Fund yields react to large cash inflows/outflows?
Participant cashflows also affect the fund as rates move up and down. If the fund experiences a large cash inflow when yields are decreasing, the fund will have to purchase securities with lower yields.

Similarly should the fund experience large cash outflows when interest rates are increasing, the fund will be a seller of high yielding paper thus reducing the overall yield of the fund. As the fund size becomes larger, larger balances are kept on call to cater for possible large outflows.

Contact

If at any time you experience any problems or  (office hours) or email us on contact AT stanlib.com with your questions. We are always looking to improve our services to you. Please let us know if you have any suggestions or ideas.