Who We Are
Our fiduciary heritage dates back to 1925 as one of the first trust companies in South Africa. Fairheads participated in the pioneering of umbrella trusts in the 1980’s and later played a major role in bringing beneficiary funds into being in 2009.
We have evolved to include unclaimed benefits, a legacy umbrella trust product, tracing and pension-backed lending. The Fairheads brand has been developed through a steadfast commitment to integrity, professionalism and service excellence.
About Fairheads
Enterprise Development
Enterprise development is something we passionately believe in at Fairheads. We support enterprise development as it creates future sustainability in terms of job growth in the communities where it is needed most.
“We act respectfully, doing the right thing for the right reason to ensure our clients are safe with us.”
Guardian proactively chooses a beneficiary fund for his children
Fairheads can report on a recent case study, which is particularly interesting because it shows growing awareness among higher-income earners of the tax and savings advantages of beneficiary funds. A couple, both in their forties and...
Success with RAF pay-outs to Fairheads Legacy Trust
Fairheads’ umbrella trust product, The Fairheads Legacy Trust, is gaining traction, particularly among lawyers, as a solution for the trusteeship and administration of lump sums paid out by various means including testamentary...
Fairheads Legacy Trust helps family in need
By David Hurford, Director: Marketing & Consulting This good-news case study* shows how the Fairheads Legacy Trust product can effectively be used to receive assets from an existing testamentary trust, thus alleviating the...
Unclaimed Benefits – The Human Face
Fairheads has launched two unclaimed benefit funds – the Fairheads Unclaimed Benefit Preservation Pension Fund and the Fairheads Unclaimed Benefit Preservation Provident Fund. Below are two case studies where we have been successful in...
To Preserve Or Erode: The case for beneficiary funds
By David Hurford, Director Marketing and Consulting, Fairheads Benefit Services To preserve or erode: The case for beneficiary funds I am often challenged in trustee report back meetings about the rate of capital growth on beneficiary...
Beneficiary Funds – Stretching Benefits
The graph illustrates an example of a member, aged five years at inception, with an original capital investment of R100 000. The funds are invested according to the board approved asset allocation model and payments from the fund...
Comparison Rate model for beneficiary funds and umbrella trusts
Since 2009 the beneficiary fund industry has grown to an estimated R9 billion. Add to this the umbrella trust sector valued at around 10 billion and it is clear that these vehicles are used to look after the benefits due to a...
About Fairheads
BBBEE Scorecard
Over the decades, Fairheads has always had a strong focus on empowering and developing its people and is committed to corporate transformation.
In 2018, Fairheads held a Level 6 BBBEE scorecard and improved to a Level 4 in 2019. We fully expect to achieve a minimum Level 3 by 2020.
Case Studies
Learn more about Fairheads and how we can help you safeguard your assets
Guardian proactively chooses a beneficiary fund for his children
Fairheads can report on a recent case study, which is particularly interesting because it shows growing awareness among higher-income earners of the tax and savings advantages of beneficiary funds. A couple, both in their forties and...
Success with RAF pay-outs to Fairheads Legacy Trust
Fairheads’ umbrella trust product, The Fairheads Legacy Trust, is gaining traction, particularly among lawyers, as a solution for the trusteeship and administration of lump sums paid out by various means including testamentary...
Fairheads Legacy Trust helps family in need
By David Hurford, Director: Marketing & Consulting This good-news case study* shows how the Fairheads Legacy Trust product can effectively be used to receive assets from an existing testamentary trust, thus alleviating the...
Unclaimed Benefits – The Human Face
Fairheads has launched two unclaimed benefit funds – the Fairheads Unclaimed Benefit Preservation Pension Fund and the Fairheads Unclaimed Benefit Preservation Provident Fund. Below are two case studies where we have been successful in...
To Preserve Or Erode: The case for beneficiary funds
By David Hurford, Director Marketing and Consulting, Fairheads Benefit Services To preserve or erode: The case for beneficiary funds I am often challenged in trustee report back meetings about the rate of capital growth on beneficiary...
Beneficiary Funds – Stretching Benefits
The graph illustrates an example of a member, aged five years at inception, with an original capital investment of R100 000. The funds are invested according to the board approved asset allocation model and payments from the fund...
Comparison Rate model for beneficiary funds and umbrella trusts
Since 2009 the beneficiary fund industry has grown to an estimated R9 billion. Add to this the umbrella trust sector valued at around 10 billion and it is clear that these vehicles are used to look after the benefits due to a...