Registrar's letters: 2002

Two letters have been issued.

[Note that I do not have original copies of these letters and have relied on the information contained in the Bulletin no. 2 of 2002 issued by the Zimbabwe Association of Pension Funds.]

Submission of unaudited schedule of assets

The letter reminds all insurance companies and registered pension funds that they must submit a schedule showing the Fund's assets each month

The schedules must be submitted by the 21st of the following month to which the schedule relates and failure to do so will attract a penalty.

Comment: There is not much to say about this. I assume that the requirement is to enable the Registrar's office to monitor compliance with the prescribed asset ratio.

Prescribed asset ratio

The reader is firstly reminded that the Prescribed Asset ratio is a statutory obligation and secondly that the industry has until 31 December 2002 to comply with this requirement.

(The original compliance date was 31 December 2001 but the industry was given 12 months grace.)

The letter notes that most funds have not complied with the 45% requirement and requests that each insurer should achieve the following progressive targets:

Date Percentage (of book value)
31 March 2002 30%
30 June 2002 35%
30 September 2002 40%
31 December 2002 45%

Comment:The requirement is straightforward. However, there is concern in the industry because the low interest rate policy (coupled with very high inflation) is still in force after the Presidential Election.
The rates of return are extremely large and negative and could cause serious problems for pension funds in attempting to meet their liabilities


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