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Financial planning

Overview

Speak to us


To speak to us, call us on

087 736 3555

or email us at

fiduciary@fnb.co.za

Factors to consider


  • Keep it simple. Name your beneficiaries and what they will receive.
  • Your marriage type will impact how you draft your Will.
  • Ensure you nominate a Guardian for your children or dependents.
  • Sign it! A Will is only valid if it is signed correctly.
  • Date It! Your Will should be dated to ensure that the last valid Will can easily be identified.
  • Relook your Will regularly and specially when there is a major change in your life or legislation.

Your will


Take the most important step to financial wellness and ensure your family is protected!

Why you need a Will


A Will is a legal document which

  • The opportunity to stipulate who the beneficiaries of your assets should be
  • Ability to nominate a guardian for your children or other dependents
  • The option to create a Testamentary Trust in your Will for the benefit of your children or other dependents
  • If you qualify for eBucks, you will receive 1000 eBucks reward level points
  • We will keep your original Will safe and secure at no cost

Factors to consider


  • Keep it simple. Name your beneficiaries and what they will receive.
  • Your marriage type will impact how you draft your Will.
  • Ensure you nominate a Guardian for your children or dependents.

Get rewarded


If you qualify for ebucks, get 1 000 eB reward level points if your signed Wills if less than 5 years old and retained in safe custody.

Drafting a Will made easy


Qualifying criteria


  • South African citizen or permanent resident

Qualifying criteria

Documents needed

 

Other ways to get it
Draft a Will via Online Banking at no cost

You can call us

You can email us

Documents needed


  • South African ID book/card