A. INTER VIVOS TRUST

Proposed Name(s) of Trust(s)
Family Trust
Property Trust
Business Trust
Founder 1 &/or 1st Trustee Founder ( Initial donator or settler of Trust )

None Yes
Years Experience:

Founder also appointed as:


Founder 2 &/or 2nd Trustee Founder
None Yes
Years Experience:

Founder also appointed as:

Founder 3 &/or 3rd Trustee Founder
None Yes
Years Experience:

Founder also appointed as:

Independent Trustee
None/ Years:
Founder also appointed as:
Beneficiaries
Beneficiary 1
Beneficiary 2

Beneficiary 3

Beneficiary 4




Beneficiary 5




Would you Like to Register a Company?

Yes      No

Company Application


Company Information

Are you registering a Company in a Trust?: No


Director 1






Director 2






Costs

Costs
Select appropriate option for Trustfocus to act as your Independent Trustee: Number of Trusts:
Select appropriate option for Trust Registration:
Member tariff:
Select appropriate option for Company Registration:
Member tariff:


IGrow Wealth Accounting Would you like IGrow to be your dedicated accountant?

Family Trust - R200
Business Share Trust - R200
Property Trust with 4 and less properties - R300
Property Trust with 5 and more properties - R400

Details of Accounting Officer / Bookkeeper

(if appointed already - alternatively Leave Blank)



Payment Please see your individual statement:
or
Account Holder: Trustfocus (Pty) Ltd
Bank: Nedbank
Account number: 103 743 7373
Branch: Durbanville
Branch Code: 103 710
Reference: Your Surname

Bank Debit Order Instruction / Credit Card Authority ( if applicable )









Abbrieviated name as registered with the bank:
TRUSTFOCUS

Dear Sirs/Madams
The details of my/our account are as follows:







Terms & Conditions

This signed Authority and Mandate refers to our contract as dated as on signature hereof ("the Agreement"). I / We hereby authorise you to issue and deliver payment instructions to the bank for collection against my / our abovementioned account at my / our above mentioned bank (or any other bank or branch to which I / We may transfer my / our account) on condition that the sum of such payment instructions will never exceed my / our obligations as agreed to in the Agreement, and commencing on the commencement date and continuing until this Authority and Mandate is terminated by me / us by giving you notice in writing of no less than 20 ordinary working days, and sent by prepaid registered post or delivered to your address indicated above. The individual payment instructions so authorised to be issued must be issued and delivered as follows ii. Monthly; on or after the dates when the obligation in terms of the Agreement is due and the amount of each individual payment instruction may not be more or less that the obligation due;

I / We understand that the withdrawals hereby authorised will be processed through a computerized system provided by the South African Banks and I also understand that details of each withdrawal will be printed on my bank statement. Each transaction will contain a number, which must be included in the said payment instruction and if provided to you should enable you to identify the Agreement. A payment reference is added to this form before the issuing of any payment instruction. I / We shall not be entitled to any refund of amounts which you have withdrawn while this authority was in force, if such amounts were legally owing to you.

MANDATE

I / We acknowledge that all payment instructions issued by you shall be treated by my/our above mentioned bank as if the instructions had been issued by me/us personally.

CANCELLATION

I / We agree that although this Authority and Mandate may be cancelled by me / us, such cancellation will not cancel the Agreement. I / We shall not be entitled to any refund of amounts which you have withdrawn while this authority was in force, if such amounts were legally owing to you.