by Giselle Gould, Business Development Director From the outset, the aim of Fairheads Benefit Services has been to achieve best practice in the governance of beneficiary funds. In this article, we refer to the Fairheads Umbrella Beneficiary Fund (the Fund). The Fund...
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 administrative burden on those running the trust, such as a lawyer who sets up a stand-alone...
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 include: Regular income payments to...