Umbrella Trust/Beneficiary Fund Calculator

Sanlam Trust manages the money of minors in a trust/fund account and makes contributions for the overall care and education of the beneficiary, so that one day he/she can function in the community as a qualified and independent adult.

Calculator	Full detail report	Summary report

Name of Trust:
Trust nr:
Beneficiary name:		(Surname and name)
ID nr / Passport nr:
Inception date:		(dd/MM/yyyy)
Termination date:		(dd/MM/yyyy)
Capital Amount:		(Rand)
Fees: Acceptance:		(% Vat included)
Projected average proceeds / interest:		(Average expected interest % for the life of the trust)
Fees: Other:		(% Vat included)
Fees: Management:		(% Vat included)
Fees: Management (minimum fee):		(Rand - minimum fee for trusts < R30 000 R 342 p.a., VAT included)
Tax fees per annum:		(Rand, VAT included)
Termination fees (final month):		(%, VAT included)
Maintenance payment per month:		(Rand)
Annual increase to maintenance payment:		(%)
Start date of annual increase:		(dd/MM/yyyy)

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