How can I trace a lost policy or unclaimed benefits?
If you believe that you are entitled to unclaimed benefits from a life insurance policy or that you are entitled to an investment that has not been cashed in, you need to contact the financial services company involved.
Please note that companies will require proof from the person making the enquiry that he or she has a valid interest in the information about the policy or investment account.
This article on SmartAboutMoney.co.za, an ASISA initiative, provides more information on how to claim unpaid policy benefits or investments.
The site also provides a comprehensive list of ASISA members with links to their websites.
If you believe you may be due unclaimed benefits from a retirement fund, you can contact the Financial Sector Conduct Authority using the contact details on this page: Unclaimed-Benefits (fsca.co.za) or its online search: Unclaimed Benefits Search (fsca.co.za)
How can I save for my child’s education?
Most of our members offer savings products for your children’s education via savings in a unit trust or a policy.
How can I obtain funding for my small enterprise?
ASISA, through its Enterprise and Supplier Development programme, supports upcoming black entrepreneurs and businesses via grant money, loans, equity and other mentorship and accounting and management accounting support. For further information please click here.
What is ASISA’s B-BBEE status?
ASISA is currently a Level One Contributor, as verified by AQRate. This means that you will receive 135% recognition for your membership fees paid to ASISA. To obtain a copy of our B-BBEE certificate please click here.
Who can attend courses at the ASISA Academy and what type of courses do they offer?
The ASISA Academy offers many courses for the life insurance and investment industry, as well as Retirement Fund Trustee Education workshops on a range of topics. For more information on the ASISA Academy courses, please click here.
Where can I obtain industry statistics, collective investments or other statistics?
Industry statistics collated by ASISA, with the assistance of third-party analysts, are available to our members, as well as other interested parties. To access the data, please click here.
Who qualifies for membership of ASISA and what are the benefits of membership?
Please click here to see the different categories of membership for ASISA and the qualifying criteria for each category. Remember ASISA is a collective voice for the industry to proactively influence policymakers and regulators. Our aim is to ensure increased savings and investments for a comfortable retirement or communicate the advantages of risk cover in cases of emergency, such as a loss of your job or disability.
Where can I find a high resolution ASISA logo?
For your convenience, a high resolution ASISA logo is available here.
The logo usage rules are available here.
Kindly let us know on, info@asisa.org.za, where and how you will be using the ASISA logo.
To visit the Academy FAQ's. Please click the link below.
Visit the Academy FAQ's
