Phone Number
-
Area Code
Phone Number
Information Sheet for the Registration of an Inter Vivos Trust
Kindly complete all the required fields below and submit the following documentation: ID copies of all the trustees/founder, ID/Birth certificates for beneficiaries, Proof of residence, ID copy for bookkeeper.
Please note:
Kindly note that the information provided below is required for the drafting of the trust deed, if any information is omitted then it will delay the drafting of the documentation.
FOUNDER
Please complete all the fields below for the Founder/ Settlor of the Trust
FOUNDER 1 | Full Name/s & Surname as per ID document
*
Full Name/s (as per ID document)
Last Name
FOUNDER 1 | Phone Number
*
-
Area Code
Phone Number
FOUNDER 1 | E-mail
*
FOUNDER 1 | Occupation
*
FOUNDER 1 | ID Number/Date of Birth for foreign nationals
*
For date of birth, complete is as ddmmyyyy
FOUNDER 1 | Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
Upload ID and proof of address
*
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Upload a copy of the Founder's ID and proof of address please.
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TRUSTEE 1
You need at least one trustee and a Independent Trustee as per the Master of the High Court requirements, the Founder/Settlor can also be a Trustee. Please note that a Independent trustee has no financial gain in a Trust and it should be someone who is not related to the trustees or beneficiaries.
TRUSTEE 1 | Full Names & Surname as per ID document
*
First Name
Last Name
Phone Number
*
-
Area Code
Phone Number
E-mail
*
example@example.com
Occupation
*
ID Number/Date of Birth for foreign nationals
*
For date of birth, complete is as ddmmyyyy
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
TRUSTEE 2
TRUSTEE 2
TRUSTEE 2| Full Names & Surname as per ID document
First Name
Last Name
Phone Number
-
Area Code
Phone Number
E-mail
example@example.com
Occupation
ID Number/Date of Birth for foreign nationals
For date of birth, complete is as ddmmyyyy
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
TRUSTEE 3
TRUSTEE 3
If you are appointing more than two trustees, kindly complete their details below.
TRUSTEE 3 | Full Names & Surname as per ID document
First Name
Last Name
TRUSTEE 3 |Phone Number
-
Area Code
Phone Number
TRUSTEE 3 | E-mail
example@example.com
TRUSTEE 3 | Occupation
TRUSTEE 3 |ID Number/Date of Birth for foreign nationals
For date of birth, complete is as ddmmyyyy
TRUSTEE 3 |Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
ADD MORE TRUSTEES
TRUSTEE 4
TRUSTEE 4 | Full Names & Surname as per ID document
First Name
Last Name
TRUSTEE 4 |Phone Number
-
Area Code
Phone Number
TRUSTEE 4 | E-mail
example@example.com
TRUSTEE 4 | Occupation
TRUSTEE 4 | ID Number/Date of Birth for foreign nationals
For date of birth, complete is as ddmmyyyy
TRUSTEE 4 | Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
TRUSTEE 5
TRUSTEE 5 | Full Names & Surname as per ID document
First Name
Last Name
TRUSTEE 5 | Phone Number
-
Area Code
Phone Number
TRUSTEE 5 | E-mail
example@example.com
TRUSTEE 5 | Occupation
TRUSTEE 5 | ID Number/Date of Birth for foreign nationals
For date of birth, complete is as ddmmyyyy
TRUSTEE 5 | Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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BENEFICIARY 1
BENEFICIARY 1
Kindly note that trustees can also be beneficiaries but an independent trustee is not allowed to be a beneficiary as they do not have any financial gain in a trust.
Income or Capital Beneficiary?
*
Income Beneficiary
Capital Beneficiary
Income and Capital Beneficiary
BENEFICIARY 1 | Full Names & Surname as per ID document
*
First Name
Last Name
Phone Number
*
-
Area Code
Phone Number
E-mail
*
example@example.com
Occupation
*
ID Number/Date of Birth for foreign nationals
*
For date of birth, complete is as ddmmyyyy
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
BENEFICIARY 2
BENEFICIARY 2
Income or Capital Beneficiary?
Income Beneficiary
Capital Beneficiary
Income and Capital Beneficiary
BENEFICIARY 2 | Full Names & Surname as per ID document
First Name
Last Name
Phone Number
-
Area Code
Phone Number
E-mail
example@example.com
Occupation
ID Number/Date of Birth for foreign nationals
For date of birth, complete is as ddmmyyyy
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
BENEFICIARY 3
BENEFICIARY 3
Income or Capital Beneficiary?
Income Beneficiary
Capital Beneficiary
Income and Capital Beneficiary
BENEFICIARY 3 | Full Names & Surname as per ID document
First Name
Last Name
Phone Number
-
Area Code
Phone Number
E-mail
example@example.com
Occupation
ID Number/Date of Birth for foreign nationals
For date of birth, complete is as ddmmyyyy
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
BENEFICIARY 4
BENEFICIARY 4
Income or Capital Beneficiary?
Income Beneficiary
Capital Beneficiary
Income and Capital Beneficiary
BENEFICIARY 4 | Full Names & Surname as per ID document
First Name
Last Name
Phone Number
-
Area Code
Phone Number
E-mail
example@example.com
Occupation
ID Number/Date of Birth for foreign nationals
For date of birth, complete is as ddmmyyyy
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Add More Beneficiaries
BENEFICIARY 5 | Full Names & Surname as per ID document
First Name
Last Name
Income or Capital Beneficiary?
Income Beneficiary
Capital Beneficiary
Income and Capital Beneficiary
Phone Number
-
Area Code
Phone Number
E-mail
example@example.com
Occupation
ID Number/Date of Birth for foreign nationals
For date of birth, complete is as ddmmyyyy
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
BENEFICIARY 6 | Full Names & Surname as per ID document
First Name
Last Name
Income or Capital Beneficiary?
Income Beneficiary
Capital Beneficiary
Income and Capital Beneficiary
Phone Number
-
Area Code
Phone Number
E-mail
example@example.com
Occupation
ID Number/Date of Birth for foreign nationals
For date of birth, complete is as ddmmyyyy
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
BENEFICIARY 7 | Full Names & Surname as per ID document
First Name
Last Name
Income or Capital Beneficiary?
Income Beneficiary
Capital Beneficiary
Income and Capital Beneficiary
Phone Number
-
Area Code
Phone Number
E-mail
example@example.com
Occupation
ID Number/Date of Birth for foreign nationals
For date of birth, complete is as ddmmyyyy
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
BENEFICIARY 8 | Full Names & Surname as per ID document
First Name
Last Name
Income or Capital Beneficiary?
Income Beneficiary
Capital Beneficiary
Income and Capital Beneficiary
Phone Number
-
Area Code
Phone Number
E-mail
example@example.com
Occupation
ID Number/Date of Birth for foreign nationals
For date of birth, complete is as ddmmyyyy
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
BENEFICIARY 9 | Full Names & Surname as per ID document
First Name
Last Name
Income or Capital Beneficiary?
Income Beneficiary
Capital Beneficiary
Income and Capital Beneficiary
Phone Number
-
Area Code
Phone Number
E-mail
example@example.com
Occupation
ID Number/Date of Birth for foreign nationals
For date of birth, complete is as ddmmyyyy
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
BENEFICIARY 10 | Full Names & Surname as per ID document
First Name
Last Name
Income or Capital Beneficiary?
Income Beneficiary
Capital Beneficiary
Income and Capital Beneficiary
Phone Number
-
Area Code
Phone Number
E-mail
example@example.com
Occupation
ID Number/Date of Birth for foreign nationals
For date of birth, complete is as ddmmyyyy
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
BENEFICIARY 11 | Full Names & Surname as per ID document
First Name
Last Name
Income or Capital Beneficiary?
Income Beneficiary
Capital Beneficiary
Income and Capital Beneficiary
Phone Number
-
Area Code
Phone Number
E-mail
example@example.com
Occupation
ID Number/Date of Birth for foreign nationals
For date of birth, complete is as ddmmyyyy
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
BENEFICIARY 12 | Full Names & Surname as per ID document
First Name
Last Name
Income or Capital Beneficiary?
Income Beneficiary
Capital Beneficiary
Income and Capital Beneficiary
Phone Number
-
Area Code
Phone Number
E-mail
example@example.com
Occupation
ID Number/Date of Birth for foreign nationals
For date of birth, complete is as ddmmyyyy
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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GENERAL
Which bank will the account for the Trust be opened?
*
Type the name of the bank here (i.e. Standard Bank/ ABSA/ Nedbank etc.)
Name of Trust?
*
The Trust will be allocated a unique registration number, so don't worry about choosing a name that might already exist!
AUDITOR/ BOOKKEEPER
Provide the details of a qualified auditor/ bookkeeper for the Trust. .
AUDITOR/ BOOKKEEPER | Full Names & Surname as per ID document
*
First Name
Last Name
Representative Organisation (if applicable) - Leave this blank if Auditor will act in their own capacity.
Organisation Registration Number (if applicable)
Phone Number
*
-
Area Code
Phone Number
E-mail
*
example@example.com
ID Number/Date of Birth for foreign nationals
*
For date of birth, complete is as ddmmyyyy
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Accreditation details
*
IRBA
SAIPA
CIMA
SAICA
ACCA
Other
If other, please specify
Accreditation Number
*
INDEPENDENT TRUSTEE
Provide the details of the Independent Trustee.
INDEPENDENT TRUSTEE | Full Names & Surname as per ID document
*
First Name
Last Name
E-mail
example@example.com
Occupation
*
ID Number/Date of Birth for foreign nationals
*
For date of birth, complete is as ddmmyyyy
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Upload supporting documents, i.e. i) Copies of ID's (or Birth Certificates where applicable) as well as ii) proof of residence
Browse Files
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