Q:

Can I change the beneficiary on my policy?

A:

Yes. You must complete a beneficiary nomination form and send it to Finmax Financial Services either by email on info@finmax.biz or by fax on 021 975 5854. This service is only available if Finmax Financial Services is your broker on record. Contact Finmax Financial Services by email on info@finmax.biz to find out how to appoint us as your broker.



Q:

How do I update my bank details?

A:

We need the following information by email or fax:

  • Policy number
  • Bank name
  • Branch name
  • Branch code
  • Account type

Important: to have your bank details updated we need proof of the account. We will accept a cancelled cheque, copy of a bank statement or a letter from the bank confirming the bank details.



Only the owner of the policy or the financial adviser on record can request the changes. This service is only available if Finmax Financial Services is your broker on record. Contact Finmax Financial Services by email on info@finmax.biz to find out how to appoint us as your broker.



Q:

Do I qualify for a tax certificate on my life assurance?

A:

A tax certificate is only available on a policy with the following tax deductible benefits:

3.1. Retirement Annuity

3.2. Income protector



Q:

How will I know if I have the latest life assurance benefits?

A:

The life assurance companies are continually enhancing our existing benefits. Please remember that these enhancements are not automatically added to your policy. You may be eligible to upgrade your benefits to ensure that you enjoy maximum value from your policy. Contact us for advice on how to upgrade to these benefits.



Q:

How can I apply for life assurance or a retirement annuity?

A:

You can apply for life assurance, disability cover, dread desease cover, income protection and a retirement annuity through an accredited financial adviser. If you don’t know of a accredited advisor or are interested in our services, please email the following information to info@finmax.biz.

  • Name and surname
  • Date of birth
  • Language preference
  • Name of area in which you are situated
  • Cellphone number
  • Work number
  • Home number
  • Policy number if you have life assurance



Q:

Can I appoint Finmax Financial Services as my life assurance broker or short term insurance broker?

A:

Yes, you can appoint Finmax Financial Services as the broker for your personal as well as your business interests if Finmax Financial Services is able to assist you. However, Finmax Financial Services have the right not to accept the appointment without giving a reason for the decision.

SERVICES

This document is not a disclosure in terms of the Financial Advisory and Intermediary Services Act(FAIS). The purpose is merely to provide a general introduction to the services Finmax offer. READ MORE...

QUESTIONS

"We can assist you with personal financial planning, corporate financial planning (including employee benefits), short term insurance as well as life-, disability-, dread desease cover." READ MORE...

TESTIMONIALS

"We have an excellent claims ratio, therefore we offer very good tariffs." READ MORE...