Guidance on industry best practice that members are strongly encouraged to follow
ALL ASISA MEMBERS
ASISA Centralised Guideline on M&E for Consumer Financial Education - 26 Jul 2019
Tax Free Savings Account Transfer - 1 Mar 2018
TFSA Transfer Request and Transfer Certificate
INVESTMENT MANAGEMENT INDUSTRY
ASISA Guideline on PA Trading Policy - 17 Feb 2010
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 Valuation Guideline for Investment Portfolios- 15 Jul 2020
ASISA CIS Operations Guideline - 15 Jul 2020
LONG–TERM INSURANCE INDUSTRY
ASISA Guideline on Claims Experience for Group Schemes - 2 Jul 2018
ASISA Guideline to the Management of Impairment Claims on Psychiatric Grounds - 2017
ASISA Guideline on Data Templates for Group Risk Cover
