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Fees List for Tax and other Services rendered : 2019

Effective from 1 March 2019

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Consultation per Hour

Full Personal Financial Needs Analysis (FNA)

Financial & Investment Planning : Basic

Financial & Investment Planning : Advanced

Key Person – Estelle CFP® (Consultation only)
Senior Consultant – Sales (Consultation only)
Representative (Consultation only)

Tax Administration

Income Tax Registrations (Individual)

Basic Tax Return

Tax Return with car allowance

Tax Return, calculation of deductions as well as car allowance

Provisional Tax Return (IRP6 Form)

Provisional Tax – “nil” return (no calculations made)

Pensioner Rates (any tax returns)

Request income tax certificate / tax clearance / good standing (existing tax clients)

Admin Fees : Insurance Products

Maturity

Cancellations / Surrenders

Updating of Assurance Portfolio

Policy Amendments (without commission earnings)

Any admin request not mentioned

Address changes – all companies

Change of Beneficiary

Application for Policy Loan

Wills (administration / drafting)

Wills (amendments)

All above prices are inclusive of VAT

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