An account starts with a purpose.
Keep the details clear.
Know what the account will help you do, all related charges and the documents to confirm before signing.
Prepare step by step
Choose the purpose of your visit
Is it membership, saving or understanding a service? Choose your main question and two other things you want explained.
Confirm before travelling
Use the SACCO contact information on the Contact page. Ask about the address, opening hours, whether an appointment is needed and documents relevant to your purpose.
Make room for the answers
Bring paper or a notebook. Record the date, explanations and next step. Ask for anything unclear to be explained again before you leave.
Your one-page visit note
My main question: ____________________. Three answers I need: ____________________. Confirmed place and time: ____________________.
After the conversation: note what you will do next, whom to contact and the agreed timing. Find out what is missing before arranging another visit.
My checklist
Check each item as you prepare it.
Checks are not saved when you leave this page. You can print the checklist before closing it.
Put your preparation to use.
This checklist is not an approved SACCO document list. Confirm the requirements for your particular request.
Confirm your visit details