We offer the convenience of streamlined investment systems – taking the frustration out of administration.
Features and Benefits of the Charter Fiduciary administration service
- Interest rate: Very competitive interest rates to clients
- No Call Centre – No Queues: Direct line to your designated practice administrator who understands industry requirements, such as Section 78 for attorneys, and Section 32 for estate agents
- Turnaround times:
- Open new client account – 1 hour
- Withdrawals and closures – following morning
- Report requests – within 1 hour
- Property Guarantees – 48 hours
- Admin Fee: Firm earns a fee for work which at present is done for no income
- Bank Charges: ZERO
- Brand: Dealing with an accredited banking institution in Investec Private Bank
- Reports: Monthly reports detailing client investments, interest, term, and admin fee earned
- Account types: Guaranteed Call, Term-, and Fixed deposit