Fiduciary Services
- Representation
- Agent
- Administrator
- Executor
- Corporate Trustee
Absolute Fiduciary Services
We begin by listening to you, learning about your life, and we work with you to understand your priorities. Together we develop personalized solutions that address the dimensions of your worth today and the legacy you are building for future generations. Whether we are Managing your
Portfolio, Administrating an Estate or serving as your Corporate Trustee, our focus is what best meets your objectives and expectations.
WHY US?
- Gain advantage of years of specific industry experience.
- A one stop shop for all services (manage, invest, paying bills, maintain accurate records, distribute income and assets to guardianship and filling tax returns)
- Protect your Wealth
- Greater investment return on your Wealth due to investment management expertise
- Our objectivity and faithfulness to Wills/Trust Instructions.
- Enjoy peace of mind knowing your Assets will benefit you and your beneficiaries
REPRESENTATIVE / APPOINTEE
- Review all Financial products in all the Financial Institutions.
- Negotiate premiums, rates and all Clauses where necessary.
- Facilitate claims process for you on any form of claim.
- Assist your beneficiaries/ dependents to claim on all Insurances both locally and abroad
- Do all Assets, Investments and Liabilities inventory and ensure that beneficiaries are nominated and updated
ADMINISTRATOR / EXECUTOR
- Submit updated inventory of Assets, Investments and Liabilities.
- Obtain appointment letter from Master of High Court.
- Notify all financial institutions (banks, insurance, investments companies and employers).
- Notice to Creditors in the local newspaper.
- Submit claims on behalf of beneficiaries/ dependents to all Financial Institutions.
- Facilitate payment of debts.
- Deal with Assets as per Will instructions.
- Administer monthly income payments to children, pay school fees, books, uniform etc.
- Continuous free financial advisory services to the children.
CORPORATE TRUSTEE SERVICES
- Administration and management of all assets.
- Executive instructions on the Trust Deed.
- Facilitate monthly payments to beneficiaries.
- Distribute Trust Assets to beneficiaries
- Invest Trust Portfolio Assets for the beneficiaries.
- Perform principal and Income accounting along with preparations and filling of Fiduciary Tax Forms.
- Produce Audited annual Assets and Investment statements to Beneficiaries and Regulatory Bodies.