Education Trust

It is aimed at assisting parents and guardians in securing uninterrupted education for their child(ren) or ward(s).

This trust enables you to provide for the education of named beneficiaries. The standard, level of education is determined by you, subject to adequacy of funds in the Trust account. The Trust can comprise of a lifestyle component to provide for other needs of beneficiaries such as vacations, excursions, school trips etc

Downloads

After completing the forms, please print three copies and execute, then bring these three original versions to our office. Please ask to see a trust advisor.