TRUST MANAGEMENT

What can Graaffs Trust offer you in respect of their Trust Service?
  • Establishment of both testamentary and Inter-vivos trusts.
  • Acceptance of fiduciary responsibility either as trustee or co-trustee.
  • Management of the trust’s assets through prudent investment decisions.
  • Management of the beneficiary’s income requirements through a variety of low risk income generating investment products such as gilts, participation mortgage bonds and money market accounts.
  • Money market interest rates on all trust account balances.
  • Quarterly cash and asset statements.
  • Monthly or quarterly income payments.
  • Annual financial statements.
  • Annual and provisional tax returns.
But most importantly, a close personal and caring private client relationship.

Please CONTACT one of our staff members for more information.

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Graaffs Trust Limited is an authorised financial services and credit provider.