Takaful and the Principles of Shariah-compliant Financial Services

The term “Takaful” is derived from thethree sources. These rules define clearly what is
Arabic word “Kafaala” meaning“Halal” (permissible) and what is
guaranteeing. Takaful means “guaranteeing“Haram” (prohibited) in a financial
each other" and refers to the concept oftransaction. The salient points of these rules are:
permissible Islamic insurance or “Halal”Shariah prohibits the following:
insurance.'Riba' - interest/usury
Takaful is based on the principles of'Maysir' or 'Qimar' - gambling/speculation
“Ta’awun” (mutual cooperation) and'Gharar' - uncertainty
“Tabaru’a” (Donation) whereby aExploitation
group of people (Takaful participants orUnfairness
policyholders) agree between themselves to shareUndertaking Haram activities (alcohol, pork,
the risk of a potential loss to any of them bypornography etc)
making a donation, of all or part of their
contribution, which is used to compensate the lossShariah requires:
suffered by any participant of the TakafulRisk sharing
scheme.Reward sharing
Unlike conventional insurance in which risk isFairness
shifted from the policyholder to the insuranceTransparency
company, Takaful is a structure in which risk isSanctity of contracts
shared between all the policyholders.Islamic finance places strong emphasis on the
The term Islamic finance refers to financial andeconomical, ethical, moral, social, and religious
commercial activities and transactions thatdimensions, to enhance equality and fairness for
conform to “Shariah” (Islamic law). Whilstthe good of society as a whole, whereas the
the terms Islamic finance, interest-free banking,conventional financial system focuses primarily on
Shariah finance, Shariah banking, Shariah insurance,the economic and financial aspects of transactions.
Islamic banking, and Islamic insurance are relativelyThere are many Shariah compliant modes of
new, the underlying principles of Islamic financefinance which are used to develop Halal financial
date back to the times of the Holy Prophetproducts. These include “Takaful”
Muhammad (PBUH). The trading practices of(insurance), “Musharaka” (partnership),
Muslims were based upon these principles until the“Mudaraba” (silent partnership),
days of the Ottoman Empire.“Murabaha” (special type of sale),
Islamic finance principles have been derived from“Ijara” (lease), “Wakala” (agency),
the Holy “Qur’an” (the Holy book of“Salam” (forward sale),
the Muslims), “Hadith” (the sayings of the“Istisna’a” (manufacturing or
Holy Prophet Muhammad, PBUH), “Sunnah”construction contract) and Qard (a loan - without
(the way the Holy Prophet Muhammad led His life)any benefits).
and centuries of scholarly interpretations of these