Minimum Requirements for a New Policy Application /other Additions.
- Aug 12, 2025
- 1 min read
12 August 2025
To maintain regulatory compliance, ensure accurate record-keeping, and safeguard the integrity of our client onboarding processes, we are standardizing the documentation requirements for New Policy Applications and other additions to policies (including members and Add-on products). This memorandum outlines the minimum documents required and should be adhered to with immediate effect.
OVERVIEW
New Policy Applications
Effective immediately, all new policy applications must be accompanied by the following minimum documents: ● Copy of the Main Member’s Identity Document (ID): This is required to verify the identity of the individual applying for the policy and must be valid and readable. ● Recent Proof of Residence (Not older than 3 months): Acceptable documents include utility bills, bank statements, lease agreements, municipal letters and “permission to occupy” letters, clearly reflecting the Main Member’s name and residential address.
Applications submitted without both documents will be considered incomplete and will not be processed until the required documentation is provided.
Other Members and Add-on products When adding a spouse, beneficiaries and extended beneficiaries to an existing policy, the following document is compulsory: ● Copy of the Member’s Identity Document (ID) or Birth Certificate: This ensures accurate identification and verification of the individual to be added. Please note that no beneficiary will be added without valid identification documentation. All team members are requested to comply strictly with these documentation standards. These measures are essential for compliance with regulatory frameworks, prevention of fraud, and efficient service delivery. Should you have any questions or need further clarification, please contact Baby Makwala at Administration Department Tzaneen Head Office. Annelize Rossouw System Manager Wisani & NLA
Download this memo here:
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