Workshop: Location matters – GIS in financial inclusion, Johannesburg, South Africa. Gavin Aspeling, Metropolitan.

1. July 2015
Metropolitan Retail
Geographic Reporting

2. • Definitions
• Objective
• Metropolitan Retail Hubs
• ASISA Grid
• Household Income
• Geocoding Clients
• Aggregating Clients per Grid Block
• Clients versus Potential
• Calculating Score
Agenda

3. • ASISA - The Association for Savings and Investment South Africa
• B-BBEE - Broad-Based Black Economic Empowerment is made up by 7 elements
• Ownership
• Management Control
• Employment Equity
• Skills Development
• Preferential Procurement
• Enterprise Development
• Social-Economic Development
• CAT - fair Charges, easy Access, decent Terms
• Zimele - Zulu word meaning “to stand on your own two feet”
Definitions

4. • Generic Standard
• The purpose of this Guidance Note is to specify the minimum standards
required and scoring mechanism for Access products for the Long-term
Insurance industry
• Purpose
• ASISA, through the CAT (a.k.a. Zimele) Standards reaffirms its FSC based
commitment to ensure that the Long-term insurance industry continues
to develop and roll-out insurance products that will ensure that lower
income households are able to access cover based on fair and equitable
terms
• Scoring
• Equal-sized regular polygons of 40km in diameter were developed and
overlaid on a socio-economic mapping of the country in such a way that
80% of the adult population of the target market spend most of their
time living and/or working within such polygons
Objective

5. Metropolitan Retail Hubs

6. ASISA Grid

7. Household Income

8. Metropolitan Clients Geocoded

9. CAT Clients per Grid Block

10. CAT Clients versus Potential

11. Calculating BEE Score

12. Thank You
Gavin Aspeling - 021 940 5919