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ABSA TRUSTEES

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by

Devin Shutte

on 23 March 2016

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Transcript of ABSA TRUSTEES

Projected Annual Profit: Rx
EAR
Less R100,000
Sell or Invest
If Sell:

1. R350 admin fee deducted for EAR
2. 0.50% brokerage (split 50/50)
If Invest:

Refer to MyWealth Investments (20% rebate)
ABSA TRUSTEES
75,000 estates over 15 years
PROCESS:

1. Agents trace beneficiary

2. Beneficiary: FICA, Account Opening, EAR Agreement

3. Transfer stock from ABSA to Purple Nominee

4. Client selects action: Sell or Invest
DATA
R100,000 +
Sell or Invest
MWI
ABSA: 3%
EAR: 6.5%
Full transcript