Policy options

Moving overseas to start a new life is a costly affair; chances are you’ll need every cent to facilitate a smooth transition and fund all those necessities.

Policy options for South African expats

Moving overseas to start a new life is a costly affair; chances are you’ll need every cent to facilitate a smooth transition and fund all those necessities.

You may need money to pay for shipping of goods left in South Africa, or to buy new appliances, a new car or even a house. Along with all the administrative hassles, you shouldn’t bear a financial burden if you still have money tied up in policies back home. But often the process of claiming and transferring funds is quite complicated, and not everyone’s aware of their rights or the correct route for policy surrender.

FinGlobal can assist you with your policy transfers, claims and enquiries in South Africa. Depending on the type of policy you hold, the amounts and certain other conditions, we will advise on a route to transfer your funds offshore and enjoy a financial boost to build your new life.

FinGlobal can assist you with:

  • financial planning in your new home
  • surrendering retirement annuities, preservation funds and similar pension products
  • surrendering other insurance products with an investment value
  • full financial emigration solution and transfer of retirement annuity funds offshore before age 55
  • acquiring and submitting claims or other administrative documents to insurers, SARS, SARB and banking institutions
  • tax refunds and exemptions relative to the surrender of certain policies
  • tracing pensions held with previous employers and fund administrators
  • cancellation of cessions
  • amending debit order payments for retained policies
  • changing legal ownership of unit trust investments
  • nominating, changing or contacting beneficiaries on policies
  • death claims and testament services

Policy types include the following:

  • Retirement annuities
  • Pension, provident and preservation funds
  • Endorsements
  • Life policies
  • Life and Living annuities
  • Endowment policies

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Client testimonials

Thank-you to all who helped us officially migrate and transfer our policy funds from South Africa to Australia. Your professionalism and advice made the process much easier and stress free. I would recommend your services to anyone requiring financial advice and/or transferring of funds from South Africa. You guys rock!!

Dale Ric-Hansen

I thought I only had 1 policy but delighted when FinGlobal (previously cashkows) discovered another one! FinGlobal made the procedure effortless and dealt with it in a very professional manner. Thank you for helping me through the process!

Georgina Oliver-Hancock

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