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Fiduciary Services

Fiduciary services play a crucial role in the realm of finance and wealth management, providing individuals, families, businesses, and organisations with expert guidance and support in managing their assets, investments, and affairs.

 

These services encompass a broad range of financial responsibilities and roles that can include investment management, estate planning, trust administration, wealth preservation and more.

 

At Fin.Collaboration (Pty) Ltd we provide a vital framework for individuals, families, businesses, and organisations to effectively manage and protect their financial interests. We provide peace of mind by assuming the burden of managing complex financial matters and help to navigate the complexities of wealth management with confidence.

 

Our clients gain access to specialised expertise, personalised solutions, and the assurance of having a trusted professional acting in their best interests. By entrusting us with your financial affairs, you can delegate time-consuming tasks, navigate intricate legal requirements, and minimize the potential for errors or oversights. This allows our clients to focus on their core activities, pursue their personal or business goals, and enjoy the benefits of a professional partnership that places their interests at the forefront.

Drafting of wills

Trust
Services

Administration of deceased estates

  Pricing 

Excludes VAT

and courier costs (if applicable)

Drafting and registration of Trust deed (includes advice consultation by Fin.Collaboration)

Assist in opening bank account
FNB 3PIM Accounts only - suitable for less Active Trusts

Registration with SARS for Trust tax income number

Trust deed amendments

Drafting and submitting changes to trustees/auditor

Drafting of sale of share agreements, shareholders agreements, and legal contracts

Serve as independent trustee only

Consultations and trust opinion

Trust Administration - (Fee varies depending on AUM and number of transactions/activities required)

KYC - Individual Identity Verification + Contract 

Information and Address Verification + World compliance

KYC - Company/Trust Identity Verification

Drafting of will (with Fin.Collaboration as executor)

Drafting of will (Third party as executor)

R6,000.00

R500.00

S.Q.

R3,500.00 - R5,000.00

R1,500.00

S.Q.

Annual fee of between 0.5% - 2% of total Trusts assets (with a min. of R3,500 per annum)

R1,800.00 per hour

Annual fee of between 0.5% - 1% of total Trusts assets (with a min. of R2,500 per annum)

R150.00 per person

R350.00 per entity plus

R150.00 per person

R850.00

R1,700.00

Fin.Collaboration (Pty) Ltd - 2023/555141/07

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