Trust Registration application form

Trust name(*)

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Minimum no of Trustees allowed

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Maximum no. of Trustees allowed

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No. of Trustees - Persons

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No. of Trustees - Organisation

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Asset Location

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Source of funds

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Trustee Details

Trustee 01

Trustee Type(*)

Individual Organisation

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Trustee full name

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Organisation Name

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ID/Passport no.

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Representative Full name

Invalid Input

Representative ID/Passport no.

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Trustee 02

Trustee Type(*)

Individual Organisation

Invalid Input

Trustee full name

Invalid Input

Organisation Name

Invalid Input

ID/Passport no.

Invalid Input

Representative Full name

Invalid Input

Representative ID/Passport no.

Invalid Input

Trustee 03

Trustee Type(*)

Individual Organisation

Invalid Input

Trustee full name

Invalid Input

Organisation Name

Invalid Input

ID/Passport no.

Invalid Input

Representative Full name

Invalid Input

Representative ID/Passport no.

Invalid Input

Trustee 04

Trustee Type

Individual OrganisationInvalid Input

Trustee full name

Invalid Input

Organisation Name

Invalid Input

ID/Passport no.

Invalid Input

Representative Full name

Invalid Input

Representative ID/Passport no.

Invalid Input

Trustee 05

Trustee Type

Individual OrganisationInvalid Input

Trustee full name

Invalid Input

Organisation Name

Invalid Input

ID/Passport no.

Invalid Input

Representative Full name

Invalid Input

Representative ID/Passport no.

Invalid Input

Beneficiaries

Beneficiary 01

Beneficiary Full Name(*)

Invalid Input

Beneficiary ID or Passport or Birth Certificate no.(*)

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Beneficiary 02

Beneficiary Full Name

Invalid Input

Beneficiary ID or Passport or Birth Certificate no.

Invalid Input

Beneficiary 03

Beneficiary Full Name

Invalid Input

Beneficiary ID or Passport or Birth Certificate no.

Invalid Input

Beneficiary 04

Beneficiary Full Name

Invalid Input

Beneficiary ID or Passport or Birth Certificate no.

Invalid Input

Beneficiary 05

Beneficiary Full Name

Invalid Input

Beneficiary ID or Passport or Birth Certificate no.

Invalid Input

Objectives

Objective 01(*)

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Objective 02

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Objective 03

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Objective 04

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Objective 05

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Objective 06

Invalid Input

Applicant Details

Is Applicant an Organisation(*)

Yes No

Invalid Input

Organisation Name

Invalid Input

Organisation Registration no.

Invalid Input

Surname(*)

Invalid Input

First Name(s)(*)

Invalid Input

Title

Invalid Input

Nationality

Invalid Input

ID/Passport no.(*)

Invalid Input

Email Address(*)

Invalid Input

Tel number(*)

Invalid Input

Cell number(*)

Invalid Input

Postal Address line 1(*)

Invalid Input

Postal Address line 2(*)

Invalid Input

Province(*)

Eastern CapeFree StateGautengKwa-Zulu NatalLimpopoMpumalangaNorthern Cape North WestWestern CapeInvalid Input

City/Town(*)

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Postal Code(*)

Invalid Input

Physical address line 1(*)

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Physical address line 2(*)

Invalid Input

Province(*)

Eastern CapeFree StateGautengKwa-Zulu NatalLimpopoMpumalangaNorthern Cape North WestWestern CapeInvalid Input

City/Town(*)

Invalid Input

Postal Code(*)

Invalid Input

Applicants Role in the Trust

Is Applicant a Trustee?(*)

YesNo

Invalid Input

Is Applicant an Auditor/Accountant of the Trust?(*)

YesNo

Invalid Input

Is Applicant the Founder?(*)

Yes No

Invalid Input

Bank Details

Bank Name

Invalid Input

Branch Number

Invalid Input

Branch code

Invalid Input

Account number

Invalid Input

Founders Details

Founder 01

Is Founder an Organisation(*)

Yes No

Invalid Input

Organisation Name

Invalid Input

Organisation Registration no

Invalid Input

Surname

Invalid Input

First Name(s)

Invalid Input

Title

Invalid Input

Nationality

Invalid Input

ID/Passport no.

Invalid Input

Is Founder a Trustee?(*)

YesNo

Invalid Input

Founder 02

Is Founder an Organisation

Yes NoInvalid Input

Organisation Name

Invalid Input

Organisation Registration no

Invalid Input

Surname

Invalid Input

First Name(s)

Invalid Input

Title

Invalid Input

Nationality

Invalid Input

ID/Passport no.

Invalid Input

Is Founder a Trustee?

YesNoInvalid Input

Founder 03

Is Founder an Organisation

Yes NoInvalid Input

Organisation Name

Invalid Input

Organisation Registration no

Invalid Input

Surname

Invalid Input

First Name(s)

Invalid Input

Title

Invalid Input

Nationality

Invalid Input

ID/Passport no.

Invalid Input

Is Founder a Trustee?

YesNoInvalid Input

Auditor/Accountant Details

Is Auditor/Accountant an Organisation

Yes NoInvalid Input

Organisation Name

Invalid Input

Organisation Registration no

Invalid Input

Surname

Invalid Input

First Name(s)

Invalid Input

Title

Invalid Input

Nationality

Invalid Input

ID/Passport no.

Invalid Input

Auditor or Accountant Accreditation number

Invalid Input

Auditor or Accountant Accreditation

IRBASAICASAIPAACCACIMAOtherInvalid Input

If Other Specify

Invalid Input

Bond of Security

Is Bond Security Required(*)

YesNo

Invalid Input

If Not, provide reason for exemption

Invalid Input

Security Amount

Invalid Input

Provide reason if Security Amount is less than Initial Value of Asset

Invalid Input

Financial Institution

Invalid Input

Policy or Reference number

Invalid Input

Initial Value of Asset

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Documents required

3 Certified copies of all Trustee SA Identity Documents or Passports

3 certified copies of all Beneficiary SA Identity documents or passport

Original or 3 certified copies of FICA Proof for all persons or Organisations

Trust purpose, aims and objective - in Word format

Specific stipulations for the Trust - in Word format

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