What is FinScope^TM?

FinScope^TM, a FinMark Trust initiative, is the most comprehensive national household survey focussed on the financial services needs and usage across the entire South and Southern African population. The programme is underwritten and co-ordinated by FinMark Trust and participating sponsors. Through their sponsorship, sponsors secure access to the research findings and the FSM segmentation model.

The 2006 South African syndicate members were  Absa, Financial Services Board, First National Bank, Liberty Life, Metropolitan, National Treasury, Nedbank, Old Mutual, Sanlam Life, Standard Bank and Teba Bank.

 

The 2005 South African syndicate members were  Absa, Edcon, First National Bank, MM SA (Pty) Ltd, National Treasury, Nedbank, Rural Housing Loan Fund, SAIA, Standard Bank, The Life Offices' Association of South Africa and Visa International (CEMEA Region).

The 2004 South African syndicate members were Absa, African Bank, First National Bank, Nedbank, Standard Bank, Teba Bank and The Life Offices' Association of South Africa.

The 2004 Botswana syndicate members were Botswana Building Society, Botswana Life, Botswana Savings Bank, First National Bank and Standard Chartered Bank of Botswana Ltd.

Bank Windhoek was the only syndicate member for 2004 Namibia.

  Who is FinMark Trust?

FinMark Trust was established in March 2002 with funding from the United Kingdom’s Department for International Development (DFID). FinMark Trust is an independent trust, whose mission is “Making financial markets work for the poor”. Refer to www.finmarktrust.org.za for more information or other research initiated by FinMark Trust.

  Why conduct FinScope^TM?

The objective of the FinScope^TM initiative is to catalyze the creation of a new, universally accepted and authoritative benchmark of money matters amongst Southern and South Africans, with particular emphasis on the market needs and attitudes to both informal and formal financial offerings and product usage.

  What is FinScope^TM South Africa all about?

FinScope^TM is the most comprehensive national household survey of financial services, needs and usage amongst consumers. The aim is to establish credible benchmarks and highlight opportunities for innovation in product and delivery. FinScope^TM tracks the changing landscape of access to financial services across all the main product categories - transaction banking, savings, credit and insurance.

The study extends over a spectrum of areas of financial interest; from examining quality of life and poverty, to attitudes to and the use of technology, as well as levels of financial literacy.

  If you are interested to become a licensed distribution agent, download the following document:

Distribution agent :: proposed contract & conditions (45KB)