17 pages · PDF · 593 KB
FAIS & POPIA client communication checklist
Free PDF for South African brokerages: POPIA section 69 direct marketing, FAIS records, record of advice and WhatsApp, checked against the Acts.
What is inside
- The 24 templates from the site, grouped in six moments: premiums and failed payments, renewals, claims, quotes and documents, onboarding and consent, retention.
- For each template: when to send it, three tone variants with their variables ({prenom}, {montant}, {date}…) and sending tips.
- One page on Meta template categories (utility, marketing) and the 24-hour customer service window, sourced from Meta's official documentation.
- A pre-send checklist to pin next to the team's desks.
Page preview
Contents
- Before you send a template: the checklistp. 3
- Key facts: Meta templates and the 24-hour windowp. 4
- Premiums and failed paymentsp. 5
- Renewals and certificatesp. 6
- Claimsp. 7
- Quotes and documentsp. 9
- Onboarding, consent and appointmentsp. 10
- Retention and growthp. 12
- Official sources behind the checklistp. 15
Who it is for
Account handlers, administrators and principals of brokerages that already message clients on WhatsApp, from Johannesburg to Nairobi and Lagos.
Official sources behind the checklist
- Meta — sending messages: the 24-hour customer service window — accessed 29 October 2026
- Meta — template categorization (marketing, utility, authentication) — accessed 29 October 2026
- Meta — WhatsApp templates overview — accessed 29 October 2026
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