Financial Workshop Licensed Services

Category Description Advice Automated Advice Non-automated Intermediary Scripted Intermediary Other
Long-Term Insurance Subcategory A
Short-Term Insurance Personal Lines
Long-Term Insurance Subcategory B1
Long-Term Insurance Subcategory B2
Long-Term Insurance Subcategory B2-A
Long-Term Insurance Subcategory B1-A
Short-Term Insurance Personal Lines A1
Long-Term Insurance Subcategory C
Retail Pension Benefits
Pension Funds Benefits
Participatory interests in a collective investment scheme
Health Service Benefits

Financial Workshop Services Offered

Business Assurance

  • Business Contingency Plan
  • Buy & Sell
  • Company-owned Policies
  • Key-Person Assurance
  • Loan Account Cover (Debit and Credit loan Accounts)
  • Preferred compensation

Income Protection Options

  • Permanent
  • Temporary

Investment Options

  • Education Planning
  • Endowments
  • Local/Offshore investment
  • Unit Trusts

Medical-Aid Option

  • Domestic Care
  • New Generation (Hospital and comprehensive plans)
  • Occupational Medical Aid
  • Traditional

Medical GAP Cover

  • Medical GAP Cover

Retirement Planning (Pre-retirement)

  • Pension Fund
  • Preservers (Provident and Pension)
  • Provident Fund
  • Retirement Annuity
  • Voluntary annuity (Income Plan)

Retirement Planning (Post-retirement)

  • Life Annuity
  • Linked Life Annuity

Risk Options

  • Bond Cover
  • Disability Cover (Lump Sum Professional and own or similar)
  • Dread/Critical Illness Cover
  • Estate Planning
  • Life Cover (Term and Whole of life)

Short-term Insurance Option

  • Domestic

Unit Trusts Options

  • Lump Sum
  • Recurring
  • Satrix