Industry Insights | 1 min read

Statements and tax certificates

Annual statements for the year ending 28 February 2022 will be distributed in March

Glacier’s annual statements will be made available on the intermediary web during the week of 14 March.  After that, they will be distributed to clients via email on 18 March and posted to clients from 17 March.

Tax certificates

Please note that no tax certificates will be included with this distribution. 

All tax certificates will be distributed to clients, like last year, closer to the opening of the tax filing season in July, with a summary statement. Provisional tax reports can, however, be requested online at any stage.

Below are the anticipated distribution dates of the different tax certificates to RSA clients for the 2022 tax year, subject to SARS timelines: 

Types of tax certificate

Support for your client discussions

Reading material that provides context to the performance of investment markets in 2021 and the current outlook for 2022 is available to you and your clients at and from your Glacier Business Development Manager.

Glacier Financial Solutions (Pty) Ltd is a licensed financial services provider. Sanlam Life is a Licensed Life Insurer, Financial Services and Registered Credit Provider (*NCRCP43).

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