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Financial Services Board > Departments > Insurance > Directives and Tax Directives :

Directives and Tax Directives

Directives

  • Cover Letters - Directives
  • InForce Directives
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      Directive 149.A.v (ST and LL)-Placing_insurance_offshore.pdf
      Directive 149.A.v (ST & LL) - Placement of short-term insurance business with entities not registered in South Africa to conduct insurance business
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      Directive 153.A.ii (LT).pdf
      Maximum causal event charges that may be deducted under Part 5 (Requirements and limitations regarding the values and benefits of policies) of the Regulations issued under the Long-term Insurance Act
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      Directive 159.A.i (LTST).pdf
      Directive 159.A.i (LT&ST) - Compliance with sections 9(3)(b)(i) read with sections 12(1)(c) of the Long-term Insurance Act and Short-term Insurance Act, respectively: Outsourcing.
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      Directive 157.A.i (LT).pdf
      Directive 157.A.i (LT) - Guidance on guaranteed and partially guaranteed policy benefits for purposes of regulation 28(8)(b)(iii) of the Regulations made under section 36 of the Pension Funds Act No. 24 of 1956
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      Directive 156.A.i (ST).pdf
      Directive 156.A.i (ST) - Compliance with Section 45 of the Short-Term Insurance Act No. 53 of 1998, read with Regulations 4.1 to 4.3 of the Regulations issued under section 70 of the Act
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      Directive 154.A.iii(LTST).pdf
      Directive 154.A.iii (LT&ST) – Guidance on Securities Lending Transactions
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      Directive 151.A.i (ST).pdf
      Directive 151.A.i (ST) - Reporting requirements prior to termination of binder agreements and related unilateral cancellation of short-term insurance policies
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      Directive 148.A.i (LT).pdf
      Directive 148.A.i – FIC Compliance and Reporting of Information
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      Directive 147Ai.pdf
      Directive 147.A.i – Governance of Discretionary Participation policies
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      Directive 146.A.i (LT).pdf
      Directive 146.A.i (LT) - The Application of Linked Policies as Defined in the Long-term Insurance Act, Act 52 of 1998
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      Directive 145.A.i (LT).pdf
      Directive 145.A.i (LT) - Disregarding amounts representing negative liabilities in respect of long-term policies when calculating the value of assets according to paragraph 4(iv) of Schedule 3 to the Long-term Insurance Act, 1998.
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      Directive 144.A.i (LTST).pdf
      Directive 144.A.i (LT&ST) - Presentation of financial statements in accordance with Generally Accepted Accounting Practice
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      Directive 143.A.i (LT).pdf
      Directive 143.A.i (LT) - Investment portfolios where alternative investment strategies/hedge fund strategies are employed
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      Directive 142.A.i(ST).pdf
      Directive 142.A.i(ST) - Calculation of the value of certain kinds of assets of short-term insurers
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      Directive 141.B.i (ST).pdf
      Directive 141.B.i (ST) - Directive on Investment in shares of the Insurer's holding company
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      Directive 141.A.i (LT).pdf
      Directive 141.A.i (LT) - Directive on Investment in shares of the Insurer's holding company
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      Directive 140.B.iii(LT).pdf
      Directive 140.B.iii (LT) – Application of SA GAAP to the Requirements – Differences between the Annual Financial Statements and the LT
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      Directive 140.A.ii(LT).pdf
      Directive 140.A.ii (LT) - Prescribed requirements for the calculation of the value of the assets, liabilities and capital adequacy requirements of long-term insurers
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      Directive 139.A.i (LT).pdf
      Directive 139.A.i (LT) - Amendments to the Long-term Insurance Act, 1998
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      Directive 139.B.i (ST).pdf
      Directive 139.B.i (ST) - Amendments to the Short-term Insurance Act, 1998
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      Directive 138.A.i (LTST).pdf
      Directive 138.A.i (LT&ST) - Public Officer / Management of compliance risk
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      Directive 135 10 January 2001.pdf
      Directive 135 10 January 2001: Compulsory Annuity Policies - Legal and Administrative Requirements for Substitution
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      Directive 135 A.htm
      Tranferability of Compulsory Linked Annuity Policies
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      Directive 134.A.ii (LTST).pdf
      Directive 134.A.ii (LT&ST) - Personal Account Trading - FSB Position Paper and Guidelines
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      Directive 132.A.ii (LT).pdf
      Directive 132.A.ii (LT) - Interpretation of section 49 of the Long-term Insurance Act
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      Directive 127.B.i (LT).pdf
      Directive 127.B.i (LT) - Insurance business carried on by an off-shore branch of a locally registered insurer
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      Directive 127.A.i (LT).pdf
      Directive 127.A.i (LT) - Cross border business
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      Directive 126.A.i (LTST).pdf
      Directive 126.A.i (LT & ST) - Policy regarding assets held on behalf of registered insurers
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      Directive 119.A.i (LT).pdf
      Directive 119.A.i (LT) - Section 54 of the Long-term Insurance Act, 1998: Limitations on provisions of certain long-form policies
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      Directive 112.B.i (STLL).pdf
      Directive 112.B.i (ST&LL) - Credit insurance schemes
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      Directive 112.A.i (LT).pdf
      Directive 112.A.i (LT) - Credit insurance schemes
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      Directive 106.A.i (LTST).pdf
      Directive 106.A.i (LT&ST) - Increase of a percentage of the investment limits
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      20110815-Directive 156 A i (ST) final.pdf
      Directive 156.A.i (ST) - Compliance with Section 45 of the Short-Term Insurance Act No. 53 of 1998, read with Regulations 4.1 to 4.3 of the Regulations issued under section 70 of the Act
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      Directive 101.A.i (LTST).pdf
      Directive 101.A.i (LT&ST) - Directors and Managing Executive
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      Directive 97.A.ii (ST).pdf
      Directive 97.A.ii (ST) - Motor vehicle warranty and extended motor vehicle warranty cover
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      Directive 55.A.i (LTSTLL).pdf
      Directive 55.A.i (LT,ST&LL) - Placement of insurance outside the Republic
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      Directive 53.A.i (LT).pdf
      Directive 53.A.i (LT) - Approval of appointment of statutory actuary / Statutory actuaries as directors of long-term insurance companies
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      Directive 1.A.i (LTST).pdf
      Directive 1.Ai (LT&ST) - Standing approval to directly borrow money in terms of section 34(1)(c) of the Long-term Insurance Act or section 33(1)(c) of the Short-term Insurance Act
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      Directive 1 (RAF).pdf
      Directive 1 (RAF) – Application of the Short-term Insurance Act No. 53 of 1998 to the Road Accident Fund and matters related to the implementation of certain provisions of the Financial Supervision of the Road Accident Fund Act

Tax Directives

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