How many transactions do you estimate to be in the trust account of the firm (per month)


Have the funds held in a fiduciary capacity exceeded R5m at any point during the year
Yes No

What is the legal structure of the firm.
Sole Proprietor Partnership Incorporated Entity (inc.)

How many trust accounts (excluding investment accounts) does the firm have?


Are the trust accounts reconciled seperately from business accounts.
Yes No

 

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