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July 2015
Metropolitan Retail
Geographic Reporting
 Definitions
 Objective
 Metropolitan Retail Hubs
 ASISA Grid
 Household Income
 Geocoding Clients
 Aggregating Clients per Grid Block
 Clients versus Potential
 Calculating Score
Agenda
 ASISA - The Association for Savings and Investment South Africa
 B-BBEE - Broad-Based Black Economic Empowerment is made up by 7 elements
 Ownership
 Management Control
 Employment Equity
 Skills Development
 Preferential Procurement
 Enterprise Development
 Social-Economic Development
 CAT - fair Charges, easy Access, decent Terms
 Zimele - Zulu word meaning to stand on your own two feet
Definitions
 Generic Standard
 The purpose of this Guidance Note is to specify the minimum standards
required and scoring mechanism for Access products for the Long-term
Insurance industry
 Purpose
 ASISA, through the CAT (a.k.a. Zimele) Standards reaffirms its FSC based
commitment to ensure that the Long-term insurance industry continues
to develop and roll-out insurance products that will ensure that lower
income households are able to access cover based on fair and equitable
terms
 Scoring
 Equal-sized regular polygons of 40km in diameter were developed and
overlaid on a socio-economic mapping of the country in such a way that
80% of the adult population of the target market spend most of their
time living and/or working within such polygons
Objective
Metropolitan Retail Hubs
ASISA Grid
Household Income
Metropolitan Clients Geocoded
CAT Clients per Grid Block
CAT Clients versus Potential
Calculating BEE Score
Thank You
Gavin Aspeling - 021 940 5919

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Metropolitan retail geographic reporting

  • 2. Definitions Objective Metropolitan Retail Hubs ASISA Grid Household Income Geocoding Clients Aggregating Clients per Grid Block Clients versus Potential Calculating Score Agenda
  • 3. ASISA - The Association for Savings and Investment South Africa B-BBEE - Broad-Based Black Economic Empowerment is made up by 7 elements Ownership Management Control Employment Equity Skills Development Preferential Procurement Enterprise Development Social-Economic Development CAT - fair Charges, easy Access, decent Terms Zimele - Zulu word meaning to stand on your own two feet Definitions
  • 4. Generic Standard The purpose of this Guidance Note is to specify the minimum standards required and scoring mechanism for Access products for the Long-term Insurance industry Purpose ASISA, through the CAT (a.k.a. Zimele) Standards reaffirms its FSC based commitment to ensure that the Long-term insurance industry continues to develop and roll-out insurance products that will ensure that lower income households are able to access cover based on fair and equitable terms Scoring Equal-sized regular polygons of 40km in diameter were developed and overlaid on a socio-economic mapping of the country in such a way that 80% of the adult population of the target market spend most of their time living and/or working within such polygons Objective
  • 9. CAT Clients per Grid Block
  • 10. CAT Clients versus Potential
  • 12. Thank You Gavin Aspeling - 021 940 5919