Drafting of Trust Deeds
Do not accept standardised trust deeds. It is important
to get the document that fully satisfies your
Midboard can draft an inter vivos
trust deed to suit any client's needs
This involves various meetings with both the founder and
the beneficiaries of the
trust as well as the different requirements and wishes of the client.
The trust deed will the be registered at the Master of the Supreme Court
Comprehensive Financial Planning
Plan with the FPI to ensure your financial future.
Andrew Knott-Craig is a certified financial planner with the FPI and
André Olivier is an AFPI.
They are able to cater for all need of a client regarding investment
advice, retirement planning, for life cover, provision for studies,
etc A very important issue often overlooked in such plans is cover for trauma
are agents for Old Mutual, Sanlam and Liberty Life and can invest clients' funds in various asset classes offshore or
locally depending on the needs of the client.