and Trust Secretarial Services
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providing strategic financial advice as well as manage trusts and investments for our clients.
>Experience gained in Traditional Funds ( Unit Trust / Segregated portfolios)
by the auditors) Accounting of the business and trust accounts (assisted by a junior), up to Trial Balance fees transfers on the system to take fees from Trust to Business – as required (weekly) Updating of Long Statutory Audit of Financial statements, the Attorney Trust audit and the BEE audit annually – Liaising with the Financials of the directors personal Family Trusts and entities (gather bank statements, summarise
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Business and Trust bank accounts transactional processing Oversight of the Legal Trust Account, and Client
Business and Trust bank accounts transactional processing Oversight of the Legal Trust Account, and Client
with Winlaw beneficial
t reporting