Trust Registration Form

Trust Registration Form

Kindly note that the information provided below is required for the drafting of the trust deed. If any information is omitted or ambiguous, it will delay the drafting of the documentation.
General
Name of the Trust
The Trust will be allocated a unique registration number, so don't worry about choosing a name that might already exist.
At which bank will the account for the Trust be opened?
i.e. Standard Bank/ABSA/Nedbank etc.
At which branch will the account for the Trust be opened?
i.e. Hatfield Branch/Sandton City Branch
Where is majority of the assets located?
i.e. Pretoria/Randburg/Sandton
Founder
Founder | Full Name/s & Surname as per ID document

First NameLast Name
Founder | Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Founder | Email
example@example.com
Founder | Occupation
Founder | ID Number (if foreign national, enter Date of Birth)
13 digit ID number.
Founder | Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Auditor

Provide the details of a qualified auditor/bookkeeper for the Trust.
Auditor | Full Name/s & Surname as per ID document

First NameLast Name
Auditor | Organisation Name (if applicable)
Leave this blank if Auditor/Bookkeeper will act in their own capacity.
Auditor | Organisation Registration Number (if applicable)
Auditor | Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Auditor | Email
example@example.com
Auditor | Occupation
Auditor | ID Number (if foreign national, enter Date of Birth)
13 digit ID number.
Auditor | Auditor’s Accreditation Details

Other
Auditor | If "other", please specify
Auditor | Accreditation Number
Auditor | Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Independent Trustee

An independent trustee must be unrelated to the beneficiaries or other trustees
Independent Trustee | Full Name/s & Surname as per ID document

First NameLast Name
Independent Trustee | Organisation Name (if applicable)
Leave this blank if Independent Trustee will act in their own capacity.
Independent Trustee | Organisation Registration Number (if applicable)
Independent Trustee | Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Independent Trustee | Email
example@example.com
Independent Trustee | Occupation
Independent Trustee | ID Number (if foreign national, enter Date of Birth)
13 digit ID number.
Independent Trustee | Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Trustee(s)

Excluding the independent trustee
Number of trustees (excluding independent trustee)
Trustee 1 | Full Name/s & Surname as per ID document

First NameLast Name
Trustee 1 | Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Trustee 1 | Email
example@example.com
Trustee 1 | Occupation
Trustee 1 | ID Number (if foreign national, enter Date of Birth)
13 digit ID number.
Trustee 1 | Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Trustee 2 | Full Name/s & Surname as per ID document

First NameLast Name
Trustee 2 | Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Trustee 2 | Email
example@example.com
Trustee 2 | Occupation
Trustee 2 | ID Number (if foreign national, enter Date of Birth)
13 digit ID number.
Trustee 2 | Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Trustee 3 | Full Name/s & Surname as per ID document

First NameLast Name
Trustee 3 | Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Trustee 3 | Email
example@example.com
Trustee 3 | Occupation
Trustee 3 | ID Number (if foreign national, enter Date of Birth)
13 digit ID number.
Trustee 3 | Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Trustee 4 | Full Name/s & Surname as per ID document

First NameLast Name
Trustee 4 | Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Trustee 4 | Email
example@example.com
Trustee 4 | Occupation
Trustee 4 | ID Number (if foreign national, enter Date of Birth)
13 digit ID number.
Trustee 4 | Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Beneficiaries
Number of beneficiaries
Beneficiary 1 | Full Name/s & Surname as per ID document

First NameLast Name
Income or Capital Beneficiary?
Beneficiary 1 | Occupation
Beneficiary 1 | ID Number (if foreign national, enter Date of Birth)
13 digit ID number.
Beneficiary 1 | Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Beneficiary 2 | Full Name/s & Surname as per ID document

First NameLast Name
Income or Capital Beneficiary?
Beneficiary 2 | Occupation
Beneficiary 2 | ID Number (if foreign national, enter Date of Birth)
13 digit ID number.
Beneficiary 2 | Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Beneficiary 3 | Full Name/s & Surname as per ID document

First NameLast Name
Income or Capital Beneficiary?
Beneficiary 3 | Occupation
Beneficiary 3 | ID Number (if foreign national, enter Date of Birth)
13 digit ID number.
Beneficiary 3 | Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Beneficiary 4 | Full Name/s & Surname as per ID document

First NameLast Name
Income or Capital Beneficiary?
Beneficiary 4 | Occupation
Beneficiary 4 | ID Number (if foreign national, enter Date of Birth)
13 digit ID number.
Beneficiary 4 | Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Beneficiary 5 | Full Name/s & Surname as per ID document

First NameLast Name
Income or Capital Beneficiary?
Beneficiary 5 | Occupation
Beneficiary 5 | ID Number (if foreign national, enter Date of Birth)
13 digit ID number.
Beneficiary 5 | Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Beneficiary 6 | Full Name/s & Surname as per ID document

First NameLast Name
Income or Capital Beneficiary?
Beneficiary 6 | Occupation
Beneficiary 6 | ID Number (if foreign national, enter Date of Birth)
13 digit ID number.
Beneficiary 6 | Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Beneficiary 7 | Full Name/s & Surname as per ID document

First NameLast Name
Income or Capital Beneficiary?
Beneficiary 7 | Occupation
Beneficiary 7 | ID Number (if foreign national, enter Date of Birth)
13 digit ID number.
Beneficiary 7 | Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Beneficiary 8 | Full Name/s & Surname as per ID document

First NameLast Name
Income or Capital Beneficiary?
Beneficiary 8 | Occupation
Beneficiary 8 | ID Number (if foreign national, enter Date of Birth)
13 digit ID number.
Beneficiary 8 | Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Are all the beneficiaries related to one another?
File Upload

ID copies of founder, trustees (including independent trustee), beneficiaries, and auditor. Birth certificate for minor beneficiaries. Proof of residence for all parties.
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Trust Registration Form

General

Founder

Auditor

Independent Trustee

Trustee(s)

Beneficiaries