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For My Business

> R10m annual turnover

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For My Business

< R10m annual turnover

For My Business

> R10m annual turnover

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Foreign Exchange Imports and exports Structured Trade + Commodity Finance Business Global Account (CFC account)

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Connect my business the dti initiatives Enterprise and supplier development Business Hub eBucks Rewards for Business DocTrail™ CIPC Integration Channel Instant Accounting Solutions Instant Payroll Instant Cashflow Instant Invoicing SLOW 24/7 Business Desk FNB Business Fundaba nav» Marketplace Prepaid products Accounting integrations

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Corporates + Public Sector

Corporate Public Sector

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Notice deposits Immediate access Access to a portion Fixed deposits

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Shares

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Tax-free accounts

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I want to save for

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Financial planning

Overview


FNB First Protect
087 577 4117

Business insurance
087 577 4777

Protection for all life stages


Your life stage Financial consideration
Newly married / new partnership You need to protect your spouse's right to jointly purchased assets through your will
Divorced or separated It is important that you review and update past planning, especially your will
Children If your children are minors (under 18), you need to ensure that the assets they inherit are protected through your will
Substantial assets and / or assets which have potential to grow You need to look at implementing structures to protect and secure your assets for future generations and to reduce taxes through Estate planning
Growing wealth Planning keeps taxes, especially Estate Duty, to a minimum
Owning your own business You need to provide for succession planning after your death, through your will

Estate Planning


  • Will Drafting
  • Trust Formation
  • Estate Duty Calculation and Liquidity Analysis
  • Succession Planning
  • Trusteeships
  • Administration of Deceased
  • Estate Tax Planning

Offshore Estate Planning


  • Will Drafting
  • Trust Formation
  • Offshore Company Structuring

Wealth and fiduciary


Giving your business access to personalised service


Wealth and fiduciary services offer access to banking, fiduciary, lending, wealth specialists and personalised service.

Understanding fiduciary services


Protection for all life stages


As your life changes there are various financial implications you should consider.

What you get


Guidance in everything from Estate Planning to drafting a Will


You owe it to yourself and your loved ones to ensure that the wealth that you have accumulated is protected.

Wealth and fiduciary


Qualifying criteria


Existing FNB bank account

Documents needed


As long as you have an existing FNB bank account, no documents are required. All contracting is done telephonically so there are no forms to sign either