SAAMA Professional Designation Application

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SECTION A:  Personal Particulars

SECTION B:  Category being applied for

At this stage, SAQA has approved only the CSAM designation. Members will be advised once other options are available.
SECTION C:  Educational qualifications (including short courses and industry examinations)
Educational qualifications

SECTION D:  Professional designations/registrations
Note, only complete for professional designations awarded, not merely ordinary membership of associations.
Professional designations/registrations

SECTION E:  Professional experience in asset management (as defined in ISO 55000)

E.1          Overview of asset management experience associated with significant asset portfolios (total AM related)


1. This section applies to your total AM experience – including previous roles where applicable. Characterise these roles in the form of the equivalent AM designations (CAAM, CPAM, CSAM, or CFAM as defined by SAAMA).  Provide a brief overview of the role – 50 words max.

2. Where an applicant has had more than one employer/client relating to overall AM experience, these should be added, with sequential reference numbers, by completing ''Add Another Position'' It is important to provide an overview of your TOTAL experience in AM here – at all levels.

3. Commence with most recent employer/client through to earliest employer/client (referenced #1, #2 etc)

4. Applicants are advised to consider the requirements of E.2 below and list positions at employers/clients for which the information required for E.2 relating to the current application can be provided, if requested.

Employment history


1. This section focusses on the applicant’s experience at the level of the current application only.

2. Note: In the event that there is more than one employer / client/ role / portfolio, repeat section E2 for each using the tab: ''Add another Experience at level relevant to current application''.

3. Where possible, attach reference letters from previous employers or clients, under Appendix D: References

4. Submission of this application signifies that the applicant consents to SAAMA contacting and verifying references submitted


E.2          Experience at level relevant to relating to current application

Demonstrate/motivate how your position/function/role involved the following (max 200 words per section) – specifically noting the tasks for which you were personally responsible, and / or where there was support from other internal or external resources, and note artefacts that are available for review (where a NDA may be required, kindly indicate):


SECTION F:          Declaration
I, the applicant, hereby declare that:
  • I have read, understand and have no objections to the SAAMA registration policy and guidelines
  • All particulars and documents submitted relating to this application are true and correct to the best of my knowledge; and
  • I have read, understand, support and will abide by the SAAMA code of conduct for registered persons.
  • I understand that should my application be unsuccessful, an appeal fee of R 2,000 will be applicable.
Applicants should receive an email confirming submission within a working day…..if not received (possible break in communications), please access draft and resubmit – if not able to access draft, please contact the Secretariat – 011 061 5000