⚠ SANDBOX ENVIRONMENT — connected to mock Home Affairs & mock SFP Online for testing, not the real systems
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SFP Compliance Portal

Sanlam Succession Financial Planning · Intermediary Dashboard
Advisor access only

Start client intake

Message a client on WhatsApp to schedule a meeting and start collecting their Compliance details.

Manual Compliance check

Checks SFP Online first for a prior verified record, then Home Affairs if needed — without going through WhatsApp.

Client cases

Select a client case on the left to view their screening report and live WhatsApp conversation.