Guidance on industry best practice that members are strongly encouraged to follow
ALL ASISA MEMBERS
ASISA Guideline on Sharing of Information
ASISA Secure Data Exchange Guidelines
ASISA Competition Law Compliance Policy, Guidelines and Procedures
ASISA Guidelines on the Protection of Personal Information
ASISA Centralised Guideline on M&E for Consumer Financial Education
Tax Free Savings Account Transfer
TFSA Transfer Request and Transfer Certificate
ASISA Guideline on Unclaimed Assets
INVESTMENT MANAGEMENT INDUSTRY
ASISA Guideline on South African Multi-Asset – Income Fund Risk Disclosures
ASISA Guideline on CIS Ballots
ASISA Guidelines For Debt Listings
ASISA Guideline on Naming of CIS Portfolios
ASISA Valuation Guideline for Investment Portfolios
ASISA CIS Operations Guideline
ASISA Guideline on Transaction Cost Methodologies
(This forms part of the ASISA Standard: Calculation and Disclosure of Total Expense Ratios and Transaction Costs)
ASISA Guideline on PA Trading Policy
LONG–TERM INSURANCE INDUSTRY
ASISA Guideline on ECG Testing
ASISA Guideline on Operational Risk
ASISA Guidelines for Assessing Disability due to Pulmonary Disorders
ASISA Guideline for Assessing Disability due to Spinal Impairment
ASISA Guidelines On Genetic Testing
ASISA Guideline on disclosures when group risk policies are terminated
ASISA Guideline on Claims Experience for Group Schemes
ASISA Guideline to the Management of Impairment Claims on Psychiatric Grounds
SASOP Guideline to the Management of Impairment Claims on Psychiatric Grounds
