Trust Registration

Navigating Financial Success Together

A trust is an effective way to ensure that your assets are well managed and protected. It is a legal arrangement between the trustees and the asset owner, where the trustees are responsible for managing the assets for the benefit of the appointed beneficiaries.

To register a trust, you will need to provide the following documents and information:

  • Intended name of the trust

  • Name of trustee(s) or founder(s)

  • Number of trustees/founders

  • Number of beneficiaries

  • Details of beneficiaries

  • Certified ID copies or birth certificates of trustee(s) and beneficiaries

  • Location of assets (e.g., FNB, Standard Bank, etc.)

  • Duration of the trust

  • Details of the appointed auditor/accountant and their certified ID copy

  • Postal and physical addresses

  • Contact details (cell phone numbers, email, etc.)

  • Company documents (if trustees or beneficiaries are juristic persons)

  • Trust deed (drafted by us and sent to you for signing)

The Trust Registration process typically takes between 20 and 40 working days. However, delays from the Department due to high workloads may extend this period.

Once your trust is successfully registered, you will receive:

  • A Letter of Appointment (J246)

  • The Trust Deed

Cost for Trust Registration: R 2 599.00