You are here: Home Finance Trust Application Requirements
Document Actions

Trust Application Requirements

Finance Application Form



  • Company application form
  • Trust Background & Motivation
  • Latest Audited financial statements (If older than 6 months also the latest Management Accounts)
  • Assets & Liabilities Statement
  • Trust Documents (Name and Registration number, etc.)
  • Individual application form – Each Trustee
  • Proper proof of income - Each Trustee
  • Copy of ID document – Each Trustee
  • Proof of Physical Address, i.e. Water & Electricity bill – Each Trustee
  • Assets & Liabilities – Each Trustees
Finance

Contact

Lize Rousseau

082 822 8884

lize@fintec.co.za


Miemsie Schoeman

083 445 2684

miems@fintec.co.za