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Find my Funds - Policy Finding Website

Find my Funds is widely utilised by the South African population to get a prompt and updated summary of their life insurances and investment policies. The website is free for South African people.

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Find my Funds - Policy Finding Website

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  1. http://findmyfunds.co.za/

  2. About • Find my Funds is widely utilised by the South African population to get a prompt and updated summary of their life insurances and investment policies. • The website is free for South African people. • Find my Funds provides information professionally on all investment policies of an induvial regarding both the past and present policies in the form of a comprehensive report.

  3. Services • Information that Find my Funds provides its users: • Type of insurance policies that are in their name. • Insurance companies’ names. • Relevant details of the provided coverages.

  4. How Find my Funds works • Step 1 • You must read, understand and accept the terms and conditions. • Fill out the submission form. • Click on the submit button for submission.

  5. How Find my Funds works • Step 2 • Wait for the Find my Funds office to contact you within 48 hours of submission of your details. • After being contacted by the office you will receive a comprehensive report on your email address consisting of the necessary information about your investment policies and life insurances.

  6. How Find my Funds works • Step 3 • Finally, a financial planning expert will reach out to you in order to offer additional analysis and data regarding your investment policies and life insurance.

  7. Benefit of the financial planning expert’s advice • The financial planning expert helps you understand: • Whether your life insurance cover is suitable for your needs. • Whether you’re paying more than required for an insurance policy. • Whether you can get hold of the allotted cash when required in accordance with the policies. • And other expert advice that can simplify the complicated concept of life insurances.

  8. Benefits of the comprehensive report • Corroborate the investment policies and life insurances that are in your name. • Checking whether personal and beneficiary details are submitted correctly. • Ensuring the right lives are insured. • Corroborate the coverage provided by the insurance cover. • Corroborate the loan value and surrender value of policies.

  9. Contents of the Find my Funds report • 1. Cover Letter • Explanation about what to do with the comprehensive report. • Find my Funds contact details for help to understand the report • Glossary of common financial terms and their meanings. • 2. A Summary Page • 3. Comprehensive Report

  10. Email: info@findmyfunds.co.za

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