Guidelines

Guidance on industry best practice that members are strongly encouraged to follow

ALL ASISA MEMBERS

ASISA Competition Law Compliance Policy, Guidelines and Procedures - October 2021

ASISA Guidelines on POPIA - 1 August 2021

ASISA Centralised Guideline on M&E for Consumer Financial Education - 26 July 2019

Tax Free Savings Account Transfer - 1 March 2018

TFSA Transfer Request and Transfer Certificate

 

INVESTMENT MANAGEMENT INDUSTRY

ASISA Guideline on CIS Ballots - 7 July 2021

ASISA Guidelines For Debt Listings - 11 March 2021

ASISA Guideline on the Naming of Collective Investment Scheme Portfolios - 22 October 2020

ASISA Valuation Guideline for Investment Portfolios- 15 July 2020

ASISA CIS Operations Guideline - 15 July 2020

ASISA Guideline on Transaction Cost Methodologies - 28 May 2019
     (This forms part of the ASISA Standard: Calculation and Disclosure of Total Expense Ratios and Transaction Costs)

ASISA Guideline on PA Trading Policy - 17 February 2010

 

LONG–TERM INSURANCE INDUSTRY

ASISA Guidelines for Assessing Disability due to Pulmonary Disorders - 28 July 2021

ASISA Guidelines On Genetic Testing - 25 March 2021

ASISA Guideline on Data Templates for Group Risk Cover - 22 July 2020

ASISA Guideline on Claims Experience for Group Schemes - 2 July 2018

ASISA Guideline to the Management of Impairment Claims on Psychiatric Grounds - 2017

SASOP Guideline to the Management of Impairment Claims on Psychiatric Grounds - 2017

ASISA HIV Testing Guidelines - 1 November 2021