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Estate Preservation Plans

Estate Preservation Plan Claims Process

In the event of a death, you will need to lodge a claim on the deceased person’s insurance policy so that it can be assessed.

Clientèle has made it simple for you to claim by giving you the option to choose the method you are most comfortable with:
  • Contact your Financial Advisor
  • Contact our Call Centre on 011 320 3332
  • Send an email to
  • Visit us at the Clientèle Head Office: Clientèle Office Park, Cnr. Alon and Rivonia Road, Rivonia, Johannesburg.
The Claims Department will need the following when they process a death claim:
  • The deceased member’s policy number and ID number
  • An e-mail address
  • The date and cause of death
  • All relevant documentation as per the policy documents
  • Lodge a claim

    Complete the form below and one of our friendly consultants will call you back.

    I want to lodge a

    Lodge a claim