NAMFISA Online - User Help

General Details: Update Company Address, Telephone Number, Fax Number, CEO and Secretary
Replace/Update Auditor: Register a new auditor or update the details of the existing one.
Replace/Update Actuary: Register a new actuary or update the details of the existing one.
Replace/Update Principal Officer: Register a new principal officer or update the details of the existing one.
Update Broker Contracts: Add new broker contracts.

Steps to follow:
Review the current details that NAMFISA hold about your company. Click View Company Profile --> Select the appropriate section. If you wish to update any details mentioned above continue to next step.
Create the form by selecting Manage Forms --> Create Form --> Select Change Company Details and give the form a name (the name should correspond to the update taking place, for example 'Update Auditor Address') --> Click Create.
To complete a form select NAMFISA Online --> Draft Form --> Click on Form Name link in table.
You will then be brought to a new screen displaying all of the sections of the form and their associated statuses.
To edit a section, click on the name of the form section or the Edit link.
Enter the information into the form making sure you enter information into all the mandatory fields marked with a red asterisk. Some inputs only allow certain types of data to be entered (dates, letters, numbers etc) and you will be restricted to these types by the system.

Section A - General Details: Update Company Address, Telephone Number, Fax Number, CEO and Secretary. Tick the checkboxes assigned to the details you wish to update. For example if you wish to update the Postal Address of the company tick the checkbox next to the Postal Address input. Once ticked the name Postal Address field becomes active and an updated Address can be entered. Many of these checkboxes can be ticked/unticked to enable/disable certain details about the company you wish to update.

Section B -Replace/Update Auditor: Register a new auditor or update the details of the existing one.
In this section you are required to select whether you wish to appoint or update the current auditor.
Appoint a new Auditor: Select the 'Appoint a new Auditor'. All the fields in the form become active. Information about the auditor should be added to all the inputs.
Update the current auditor: Select the 'Update the current auditor' button. Then proceed to tick the checkboxes assigned to the details you wish to update. For example if you wish to update the name of the auditor tick the checkbox next to the name input. Once ticked the name input box becomes active and an updated name can be entered. Many of these checkboxes can be ticked/unticked to enable/disable certain details about the auditor.

Section C -Replace/Update Actuary: Register a new Actuary or update the details of the existing one.
In this section you are required to select whether you wish to appoint or update the current Actuary.
Appoint a new Actuary: Select the 'Appoint a new Actuary'. All the fields in the form become active. Information about the Actuary should be added to all the inputs.
Update the current Actuary: Select the 'Update the current Actuary' button. Then proceed to tick the checkboxes assigned to the details you wish to update. For example if you wish to update the name of the Actuary tick the checkbox next to the name input. Once ticked the name input box becomes active and an updated name can be entered. Many of these checkboxes can be ticked/unticked to enable/disable certain details about the Actuary.

Section D -Replace/Update Principal Officer: Register a new Principal Officer or update the details of the existing one.
In this section you are required to select whether you wish to appoint or update the current Principal Officer.
Appoint a new Principal Officer: Select the 'Appoint a new Principal Officer'. All the fields in the form become active. Information about the Principal Officer should be added to all the inputs.
Update the current Principal Officer: Select the 'Update the current Principal Officer' button. Then proceed to tick the checkboxes assigned to the details you wish to update. For example if you wish to update the name of the Principal Officer tick the checkbox next to the name input. Once ticked the name input box becomes active and an updated name can be entered. Many of these checkboxes can be ticked/unticked to enable/disable certain details about the Principal Officer.

Section E - Update Broker Contracts: Add new broker contracts.
To add new broker contractys click add and enter the appropriate name. You can add/remove contracts by using the add/delete buttons respectively.

To add a file, click on the Browse button & select the file to upload. There is a restriction on the size of the file permitted to be uploaded. If the file you are attempting to upload is too big, please compress the file and try again.
Once you have either partially or fully completed the form section you have the option of saving the modifications for later review by clicking the 'Save Draft' button and the system will save the data.
To validate the section, once all relevant information has been entered, please click the 'Validate & Save' button and if all the data is correct the form section status will be updated to Validated. If there are any issues or errors with the form then a window containing the Error information and the steps to address will be displayed.
Once the form is fully completed and Validated click NAMFISA Online --> Submission --> Submit Form --> Click on 'Submit' for the relevant Form Name in table --> Confirm the Submission by selecting 'Confirm'.
The company user will receive an email to confirm the form has been submitted to NAMFISA.