How often should one update his Estate Plan?

• Related Articles

• How does one go about setting up Education Trust?

  The process is very easy. 1. Completion and execution of the Education Trust Formation Form 2. Submission of KYC documents to create the Trust. These include: Your Passport photograph, Means of Identification (Copy of your passport biodata page, ...

• Will there be a charge to include more assets or are the charges paid once?

  Yes, to include more assets or update your Estate Plan (Will & Trust) there would be an additional charge.

• Is there an annual management fee for Wills?

  A Will is a one-off payment. There is no annual Management Fee.

• Is there a charge for setting up a Trust and is the fee annual?

  The fee for a Trust ranges and is dependent upon the analysis of assets that are to constitute your Trust and the administrative work to be done. Yes, there is an annual fee to be charged.

• Can I fill a different bank on the form aside from the one on my Afrinvestor account, and can I change my bank details for coupon payments?

  Yes, you can update your details, but you'll need to follow specific procedures to ensure your information is accurate on the CSCS portal. For more information, please contact the brokerage team at brokerageteam@afrinvest.com.