SERVICES |
Fee Per Item of Work |
|
|
First visit / consultation (Charges may be offset against commission earned)
Financial Needs Analysis (FNA), drafting of Retirements plan, Drafting of estate plan. |
R 0 - R 550 |
|
| Fee depends on the complexity of the plan (Charges may be offset against commission earned) |
R 550 - R 3,500 |
|
| Change of address, beneficiaries, bank details, debit order |
R 125 |
|
| Application for policy loan |
R 150 |
|
| Cession |
R 150 |
|
| Claim (Death, disability, severe illness) - per claim |
R 375 |
|
| Claim (Maturity) - per claim if not reinvested |
R 300 |
|
| Policy schedule / updating values |
R 200 |
|
| Switching (Investment portfolio) If we are not the Advisors on record |
R 250 |
|
| Surrender (per policy) |
R 300 |
|
| Wills - drafting |
R 550 |
|
| Wills - amendments |
R 200 |
|
| Trusts - setting up a family / business trust |
R 2,500 - R 5,000 |
|
Request for income tax certificate
|
R 75 |
|
| Request for tax clearance for offshore investments |
R 250 |
| |
SERVICES |
Hourly Fees |
|
|
| Financial Needs Analysis (FNA), drafting of Retirements plan, Drafting of estate plan.
Fee depends on the complexity of the plan. (Charges may be offset against commission earned) |
R 550 |
| |
| Prices Excl. VAT |
