Clients will receive multiple reminders to complete their compulsory reassessment.
- Their initial notification appears in their LifeReturns® quotation.
- An explanation of what reassessments are and when they are due is included in the LifeReturns® Guide, available online at momentum.co.za after logging in.
- In mid-December, the first email reminder will be sent to clients and advisers about the upcoming reassessment period.
- A second reminder (by email and WhatsApp) will be sent to clients early in January.
- A third reminder (by email and WhatsApp) will be sent to clients who haven’t completed their reassessment by early March if their discount is set to expire in April.
- A final notification (by email and WhatsApp) will be sent to affected clients early in April, informing them that they have not completed a reassessment by the end of the reassessment period and that this may have a limited impact on their discount.