Page 33 - Steps to Success
P. 33

•Copy of Trust deed and Founding document
        •Copy of authorization by the master of the High Court

        •Bank details of the trust
        •Copy of utility bill of the trust (showing physical address)

        •Copy of SARS document (Income tax / VAT) of trust
        •Resolution signed by ALL Trustees nominating one authorized person to give instructions
        •Original certified copy of ID / Passport / Driver's license of the authorized person and each trustee,

        beneficiary and founder
        •Copy of utility bill of the authorized person and each trustee, beneficiary and founder


        Estate Late
        •Copy of Trust deed and Founding document
        •Certified copy of death certificate / ID

        •Certified letter of Executorship
        •Original certified copy of ID / Passport / Drivers license of executor
        •Bank details of estate

        •Copy of utility bill of executor (showing physical address)
        •Copy of SARS document of deceased
        •Resolution (if more than one executor)


        Non-Resident Individual

        •Original certified copy of foreign passport
        •Foreign bank details of individual

        •Copy of utility bill (showing physical address)
        •Copy of SARS document, if applicable
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