©Plandirect. All rights reserved . An initiative by Wikus Pretorius, a Licensed Financial Advisor for SFP Advisory Services (PTY) Ltd.                                                     
Contact Advisor Documents needed to make a claim. All claims: A fully completed claim form Certified copy of the claimant’s identity document or Passport Copy of a bank statement showing the account holder’s name and surname, bank account number and branch code of the Beneficiary Copy of proof of residential address less than 3 months old Any other documents / reports which we need to assess the claim Funeral Cover claims: Certified copy of the death certificate Police report in the case of accidental death Certified copy of the deceased’s identity document or Passport Fully completed BI-1663/BI-1680 or DHA-1663/DHA-1680 Defined Physical Impairment Cover: Evidence to our satisfaction that the physical impairment that the claim relates to, meets the requirements of the definition of physical impairment.
GET ADVICE Get funeral cover advice for your family or for your employees! What's more, you can request a presentation for your employees! (T&C’s apply) Complete the form:
©Plandirect. All rights reserved. An initiative by Wikus Pretorius, a Licensed Financial Advisor for SFP Advisory Services (PTY) Ltd.                                                                               -
©Plandirect. All rights reserved . An initiative by Wikus Pretorius, a Licensed Financial Advisor for SFP Advisory Services (PTY) Ltd.                                                     
Contact Advisor Documents needed to make a claim. All claims: A fully completed claim form Certified copy of the claimant’s identity document or Passport Copy of a bank statement showing the account holder’s name and surname, bank account number and branch code of the Beneficiary Copy of proof of residential address less than 3 months old Any other documents / reports which we need to assess the claim Funeral Cover claims: Certified copy of the death certificate Police report in the case of accidental death Certified copy of the deceased’s identity document or Passport Fully completed BI-1663/BI-1680 or DHA-1663/DHA-1680 Defined Physical Impairment Cover: Evidence to our satisfaction that the physical impairment that the claim relates to, meets the requirements of the definition of physical impairment.
GET ADVICE Get funeral cover advice for your family or for your employees! What's more, you can request a presentation for your employees! (T&C’s apply) Complete the form: