Standards

Generally accepted principles and practices that members are expected to adhere to.

ALL ASISA MEMBERS

ASISA Infrastructure Investment Definition, Classification and Statistics Standard

ASISA Infrastructure Investment Data Gathering Template

ASISA Standard: Calculation of Total Expense Ratios and Transaction Costs

ASISA Standard: Retail Effective Annual Cost

ASISA Addendum to the Retail EAC Standard for Universal Life Products

ASISA Retail EAC Standard Q and A

 

INVESTMENT MANAGEMENT INDUSTRY

Global Investment Performance Standards (GIPS) - www.gipsstandards.org

ASISA Hedge Fund Classification Standard

ASISA Fund Classification Standard Exemption

ASISA CIS in Hedge Funds Investment Management fee Standard

ASISA New Fund Classification Standard - effective 1 October 2025

ASISA Fund Classification Standard

ASISA Guideline on the Completion of the Fund Classification Application

ASISA Fund Classification Application

ASISA Standard on CIS Performance Fees

ASISA Standard on Investment Reporting

ASISA Investment Reporting Template

ASISA Solvency Assessment & Management (SAM) Reporting Template

ASISA Report Template - SARB B & C Forms

 

LONG-TERM INSURANCE INDUSTRY

ASISA Standard on Disclosures for Critical Illness Products

ASISA Standard on Living Annuities

ASISA Standard on Living Annuities - Questions & Answers

ASISA Standard on Living Annuities - Submission Template

ASISA Standard: Government Payroll Deductions

 

RETIREMENT FUND ADMINISTRATORS

ASISA Standard: Retirement Savings Cost (RSC) Disclosure

ASISA Retirement Fund Standard: Effective Annual Cost (EAC) for Individual Fund Members

ASISA Performance Fee Standard for Retirement Funds