SuccessionPlanningPostLaunchPresentationFA

Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

WHAT IS SUCCESSION PLANNINGTM TYPICAL NEEDS OF INTER-VIVOS TRUST WELL-OFF (AKA LIVING TRUST) CLIENTS INVESTMENT COMPANY STRUCTURES OFFSHORE SOLUTIONS INHERITANCE TAX & LIQUIDITY PLANNING (AKA ESTATE PLANNING) BUSINESS ASSURANCE LAST WILL & TESTAMENT Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

THE NEED FOR SUCCESSION PLANNINGTM THIS SERVICE IS CRYING-OUT FOR INTEGRATION & INDEMNIFICATION SHIFTED FROM NEED TO CO- EXCESSIVE PILLAR TO POST ORDINATE MULTIPLE SETUP & ONGOING OVER-SELLING AND PROVIDERS FEES COMPLICATED STRUCTURES NO PROVISION FOR CURRENT COST FOR R 11 000 AVERAGE FEES AT DEATH & SUCH PROFESSIONAL FOR SETUP FEES COSTS THEREAFTER SERVICES R 23 000 P.A. FOR TRUSTEESHIP R 8 000 P.A. FOR ACCOUNTING Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

THE LEGACY PROTECTION PLANTM THE LEGACY PROTECTION PLANTM LEGACY SERVICESTM WILLS ESTATES TRUSTS SUCCESSION INDEMNITY PLANTM COREPLANTM FEEPLANTM BRONZE SILVER GOLD PLATINUM DIAMOND UNLIMITED SUCCESSION PLANTM EXTENDER OPTIONS BENEFACTORTM IMMEDIATE ESTATE MYCOVERTM ESTATE GAP LIQUIDITY OVERHEADS COVERTM BENEFITTM PROTECTORTM MYABILITYTM Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

ONE SOLUTION – THE SUCCESSION PLANTM 1 2 SUCCESSION SUCCESSION STRUCTURES SERVICES 3 4 SUCCESSION SUCCESSION PLANTM PLANNER Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

1. SUCCESSION STRUCTURES NO SET-UP FEES LOCAL TRUSTS & WILL OFFSHORE SOLUTIONS COMPANY STRUCTURES LIVING TRUST IDEAL FOR YOUNG OFFSHORE INVESTMENTS NEW COMPANIES FUTURE-USE TRUST PROFESSIONALS FINANCIAL EMIGRATION BUSINESS ASSURANCE OR UPCOMING OFFSHORE INHERITANCE TAX SOLUTIONS MOI & SHAREHOLDER AGREEMENTS ENTREPRENEURS WORLDWIDE WILL CHILDREN’S TRUST OFFSHORE TRUSTS & COMPANIES WIDOW’S TRUST PROVIDER TRUST LAST WILL & TESTAMENT Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

2. SUCCESSION SERVICES WE NOW HAVE AN EXECUTOR & TRUST LICENCE TRUST ADMINISTRATION & COMPLIANCE DRAFTING LAST WILL & TESTAMENT ACT AS INDEPENDENT TRUSTEE TRUST ACCOUNTING & TAXES COMPANY REGISTRATION & ANNUAL RETURNS INVESTMENT COMPANY ACCOUNTING & TAXES SHAREHOLDER & BUSINESS ASSURANCE AGREEMENTS ACT AS CO-EXECUTOR OR CO-TRUSTEE AT DEATH WITH 3.5% & 0.75% P.A. BUT CAN BE INDEMNIFIED Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

SUCCESSION PLANTM INTRODUCING THE NEWEST MEMBER TO THE LEGACY PROTECTION PLANTM FAMILY R 850 MONTHLY INSURANCE NO NEED FOR PREMIUM AN EXTRA LPPTM NO AGE RELATED CAN ADD E.G. INCREASES EXTENDER BENEFITS MYCOVERTM MAXIMUM ENTRY HOW IT WORKS UNLIMITED INDEMNIFICATION AGE OF 60 OF DECEASED ESTATE FEES Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

SUCCESSION PLANTM INTRODUCING THE NEWEST MEMBER TO THE LEGACY PROTECTION PLANTM FAMILY LIVING TRUST BENEFICIARIES’ INTEGRATED ESTATE OVERHEAD BEQUESTS TO IT ARE PROTECTION OF R 75 000 AUTOMATICALLY INDEMNIFIED ADVISOR PAID UPFRONT LPPTM COMMISSION REMEMBER WAIVERS ALL OTHER MONTHLY WHAT IT GIVES NO SETUP SERVICE FEES ADVISOR ENTITLED TO R 75 000 BOOK VALUE FEES PERPETUAL PROTECTION ALREADY! AGAINST LIVING TRUSTEE FEES NOTE THAT A SMALL EXCESS APPLIES Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

4. SUCCESSION PLANNER SUCCESSION ACTS AS THE PLANNER FIDUCIARY REPRESENTATIVE THE CLIENT, THEIR FAMILY & THE SUCCESSION PLANTM FINANCIAL SERVICE ADVISOR PROVIDERS Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

4. SUCCESSION PLANNER FIDUACDIVAIRCYE STOEROVLSICES WHILE WHEN LIMITEDIONPDIENPIEONNDOENTETXRISUTSINTEGETRUSTSCLAIELNIVTEIS CLIENT PASSES ON LIVING LIQCOU-IDEXAETCIOUNTO&RD&ISCTOR-IBTRUUTISOTNEEACCOUNT LOCAL CTOESRTRAEMSPENOTNADREYNTRTEOCOORFDFSOHFOARDEVPICREOVIDERS WHERE WE SUPPORT THE NEED BENEFICIARY NOMINATION STRATEGIES FOR MORE LIFE COVER TRUST DEED STRUCTURING LAST WILL & TESTAMENT DESIGN Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

4. SUCCESSION PLANNER MEET THE TEAM KEN NEWPORT HEAD OF THE TECHNICAL ADVICE CENTRE BACKGROUND & EXPERIENCE Ken was previously employed at RMB Private Bank in the Fiduciary and International Advisory Department . Part of the team that started and built the Fiduciary and Tax department at Sanlam Private Wealth. He has years’ experience in the Fiduciary industry during which time he has also written various knowledge-based articles for publication and has performed radio interviews on knowledge-based topics. Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

4. SUCCESSION PLANNER MEET THE TEAM KEN NEWPORT HEAD OF THE TECHNICAL ADVICE CENTRE PAUL BRUMMER LEANDRI KRUGER MARKO COWLEY SHAUN STIEWEN Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

JOHN’S EXAMPLE 47 YEARS OLD MARRIED BUSINESS OWNER 2 KIDS (ANC NO ACCRUAL) S.A. ESTATE = R 18MIL U.K. PROPERTY = R 6MIL LIFE COVER = R 3MIL Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

JOHN’S EXAMPLE JOHN’S CONCERNS AT DEATH REALISING HIS LIMITING CHOOSING THE THE COST BUSINESS INHERITANCE RIGHT OF THESE INTERESTS PROFESSIONALS TAXES PROFESSIONALS ENSURING ALL HE HIS WIFE MUST HIS FAMILY'S HOW BEST TO HAS BUILT UP IS HAVE SOME OF HER LIFESTYLE IS OWN HIS LOCAL MAINTAINED NOT WASTED OWN MONEY PROPERTIES Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

JOHN’S SOLUTION SUCCESSION STRUCTURES SUCCESSION SERVICES WORLDWIDE WILL DRAFTING & EXECUTION LIVING TRUST WE SETUP, ACT AS INDEPENDENT TRUSTEE & ADMINISTER OFFSHORE RETIREMENT TRUST WE FACILITATE THROUGH THE ADVISOR INVESTMENT HOLDING COMPANY WE SETUP & PERFORM MINIMUM ACCOUNTING WE DRAFT & OBSERVE AS CO-EXECUTOR & TRUSTEE BUY & SELL AGREEMENT SUCCESSION PLANNER SUCCESSION PLANTM SAVED R 5.2MIL IN CGT & ESTATE DUTY ZERO INITIAL & ONGOING FEES IS THE ACTUAL INDEPENDENT TRUSTEE R 850.00 BASIC MONTHLY PREMIUM RECOMMENDED R 6MIL IN B&S COVER VIA THE ADVISOR R 923K SAVED IN ESTATE FEES + R 75K FOR COSTS FACILITATED SETUP OF ALL STRUCTURES R 4MIL SAVED OVER 50 YEARS OF TRUST @ DEATH ENSURED R 60K P.A. VIA THE TRUST FOR THE FAMILY EXTENDED WITH R 3MIL ESTATE GAP COVER Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

SEE YOUR FULL CLIENT LISTING ACCESS QUICK QUOTE TOOLS FOR MYCOVER™, LPP™ EXPLORER, HOMEVANTAGE™ AND KEYPLAN™ VIEW YOUR CLIENTS’ QUOTE LISTING SUBMIT A LEAD PRODUCT INFORMATION DOWNLOADS AND MUCH MORE TO COME USE YOUR EMAIL ADDRESS AND YOUR EXISTING PASSWORD TO LOG IN. Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

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