South Africa
Trusts
By establishing a Trust, you are able to set up a structure and appoint trustees to manage your assets for the benefit of your beneficiaries. Our experienced Trust specialists are ready to help you draft a Trust deed and establish a Trust to create a lasting legacy for your loved ones.
Some of the benefits
Protection
Protect your assets, then preserve and grow your wealth for future generations
Skilled team
We are committed to serving your needs as trusted and impartial trustees
Convenience
Our extensive footprint means there is always help close at hand at any branch
Peace of mind
Know that you and your dependents will be cared for by a dedicated relationship officer
What you get
- A dedicated relationship officer for the effective management of the Trust
- Annual trustees’ meetings that involve co-trustees
- Financial statements at pre-agreed intervals
- Professional record keeping of all resolutions and trustee meetings
- Tailored investment proposals
- Preparation and filing of tax submissions
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What you get
- A dedicated relationship officer for the effective management of the Trust
- Annual trustees’ meetings that involve co-trustees
- Financial statements at pre-agreed intervals
- Professional record keeping of all resolutions and trustee meetings
- Tailored investment proposals
- Preparation and filing of tax submissions
Frequently Asked Questions
We’ve answered some of your most frequently asked questions about Trusts. We hope you find what you need.