KEEP UP TO DATE WITH ALL THE IMPORTANT COVID-19 INFORMATIONCOVID-19 RESOURCE PORTAL

FANews
FANews
RELATED CATEGORIES
SUB CATEGORIES All | 

Online wills for estates below R10M

21 October 2020 Old Mutual Wealth Fiduciary Services

A valid will, with clear and concise instructions, is one of the most important documents a client will prepare in his or her lifetime, regardless of the value and composition of the estate.

While larger estates require a more bespoke solution, Old Mutual Wealth Fiduciary Services has partnered with Lighthouse Trust and Corporate to provide financial planners with a seamless online offering aimed at estates valued below R10 million.

To use this service, financial planners will initially be required to register and will need to select Old Mutual Wealth Fiduciary Services in the brokerage field. Upon completion, financial planners will receive login details granting them access to this user-friendly system that will allow you to draft basic wills that have been compiled according to our rigorous guidelines and therefore fully comply with the Wills Act.

Click here to access this online wills capability.
(For the best viewing experience, please use Google Chrome web browser)

Quick Polls

QUESTION

Financial behaviour experts suggest that today’s risk modelling methodologies ignore your client’s emotional ability / behavioural capacity. What are your thoughts on spicing up risk profiling tools to make allowance for your client’s financial behaviours

ANSWER

[a] Bring it on; my client’s make too many irrational financial decisions
[b] Existing risk profiling tools are adequate
[c] Risk profiling tools should be based on the model / rational client
[d] The perfect risk profiling tool is science fiction
fanews magazine
FAnews April 2021 Get the latest issue of FAnews

This month's headlines

Randsomware attacks... SA businesses' biggest risk
Know the difference - compliance vs ethics
Better business by virtue of Beethoven
The future of vaccines
Harmonisation of retirement funds
Call centres and the maze of auto-prompts
The next 18 to 24 months are going to be tough
Subscribe now