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
Full Name/s & Surname as per ID document
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Occupation
*
ID Number (if foreign national, enter Date of Birth)
*
13 digit ID number.
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Auditor
Provide the details of a qualified auditor/bookkeeper for the Trust.
Full Name/s & Surname as per ID document
*
First Name
Last Name
Organisation Name (if applicable)
Leave this blank if Auditor/Bookkeeper will act in their own capacity.
Organisation Registration Number (if applicable)
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Occupation
*
ID Number (if foreign national, enter Date of Birth)
*
13 digit ID number.
Auditor’s Accreditation Details
*
SAICA
SAIPA
IRBA
CIMA
ACCA
Other
If "other", please specify
Accreditation Number
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Independent Trustee
An independent trustee must be unrelated to the beneficiaries or other trustees
Full Name/s & Surname as per ID document
*
First Name
Last Name
Organisation Name (if applicable)
Leave this blank if Independent Trustee will act in their own capacity.
Organisation Registration Number (if applicable)
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Occupation
*
ID Number (if foreign national, enter Date of Birth)
*
13 digit ID number.
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Trustee(s)
Excluding the independent trustee
Number of trustees (excluding independent trustee)
*
Please Select
1
2
3
4
Trustee 1 | Full Name/s & Surname as per ID document
*
First Name
Last Name
Trustee 1 | Phone Number
*
Please enter a valid phone number.
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
City
State / Province
Postal / Zip Code
Trustee 2 | Full Name/s & Surname as per ID document
*
First Name
Last Name
Trustee 2 | Phone Number
*
Please enter a valid phone number.
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
City
State / Province
Postal / Zip Code
Trustee 3 | Full Name/s & Surname as per ID document
*
First Name
Last Name
Trustee 3 | Phone Number
*
Please enter a valid phone number.
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
City
State / Province
Postal / Zip Code
Trustee 4 | Full Name/s & Surname as per ID document
*
First Name
Last Name
Trustee 4 | Phone Number
*
Please enter a valid phone number.
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
City
State / Province
Postal / Zip Code
Beneficiaries
Number of beneficiaries
*
Please Select
1
2
3
4
5
6
7
8
Beneficiary 1 | Full Name/s & Surname as per ID document
*
First Name
Last Name
Income or Capital Beneficiary?
*
Income Beneficiary
Capital Beneficiary
Both Income and 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
City
State / Province
Postal / Zip Code
Beneficiary 2 | Full Name/s & Surname as per ID document
*
First Name
Last Name
Income or Capital Beneficiary?
*
Income Beneficiary
Capital Beneficiary
Both Income and 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
City
State / Province
Postal / Zip Code
Beneficiary 3 | Full Name/s & Surname as per ID document
*
First Name
Last Name
Income or Capital Beneficiary?
*
Income Beneficiary
Capital Beneficiary
Both Income and 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
City
State / Province
Postal / Zip Code
Beneficiary 4 | Full Name/s & Surname as per ID document
*
First Name
Last Name
Income or Capital Beneficiary?
*
Income Beneficiary
Capital Beneficiary
Both Income and 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
City
State / Province
Postal / Zip Code
Beneficiary 5 | Full Name/s & Surname as per ID document
*
First Name
Last Name
Income or Capital Beneficiary?
*
Income Beneficiary
Capital Beneficiary
Both Income and 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
City
State / Province
Postal / Zip Code
Beneficiary 6 | Full Name/s & Surname as per ID document
*
First Name
Last Name
Income or Capital Beneficiary?
*
Income Beneficiary
Capital Beneficiary
Both Income and 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
City
State / Province
Postal / Zip Code
Beneficiary 7 | Full Name/s & Surname as per ID document
*
First Name
Last Name
Income or Capital Beneficiary?
*
Income Beneficiary
Capital Beneficiary
Both Income and 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
City
State / Province
Postal / Zip Code
Beneficiary 8 | Full Name/s & Surname as per ID document
*
First Name
Last Name
Income or Capital Beneficiary?
*
Income Beneficiary
Capital Beneficiary
Both Income and 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
City
State / Province
Postal / Zip Code
Are all the beneficiaries related to one another?
*
Yes
No
File Upload
*
Browse Files
Drag and drop files here
Choose a file
ID copies of founder, trustees (including independent trustee), beneficiaries, and auditor. Birth certificate for minor beneficiaries. Proof of residence for all parties.
Cancel
of
Submit
Should be Empty: