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For My Business

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> R10m annual turnover

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FNB First Protect
087 577 4117

Business insurance
087 577 4777

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.

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
 

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.

 

 

 

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

Applying made easy


Wealth and fiduciary

Qualifying criteria

Existing FNB bank account

Ways to apply

Call me back

Other ways to apply

 

Email us

Call us

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

FNB Insurance Brokers, a business unit of FNB Business, a division of FirstRand Bank
Limited Registration No. 1929/001225/06. FSP No. 20081