Company Onboarding Process

• General
• Address
• Contact Info
• Policy Info
• Documents
• Finish

General Information:

Company Name

Type of Company

Industry Type

Company Registration Number

VAT Number

Number of Employees

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Company Address:

Address

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Company Contact Information:

Telephone Number

Email Address

Website Address

Contact Person

First Name

Surname

ID Number

Designation

Email Address

Mobile Number

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Policy Payment Please select one... DebitOrder EFT ITCPayment ClientsOneCard InternalSalaryDeduction DebitOrderOverride InternalAccount NuDebtPayment PayFast MercEFT

Is this mandatory for all staff Please select one... Yes No

Company Contribution Please select one... Fixed Value Percentage of Premium Up to Value

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Please upload the following documents:

Company Statutory Information	UPLOAD
Declaration and Mandate	UPLOAD
Proof of Bank Account	UPLOAD
Recent Utility Bill	UPLOAD

Please Download & Upload the following documents:

Authority To Verify Personal Information	Download	UPLOAD
Treating Customers Fairly Declaration	Download	UPLOAD
Fit & Proper Affidavit	Download	UPLOAD

I agree to these Terms and Conditions.

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Thank You For Completing Your Broker Application Journey!

We are excited to welcome you to the Oneplan Family.

Please download your study guides and save them to your computer.

Health Study Guide

Download Click here

Pet Study Guide

Download Click here

GAP Study Guide

Download Click here

Short Term Study Guide

Download Click here

Once you have completed your product training and successfully passed you will receive your mandate to sell.

Oneplan – To Make Today Better