Governance
PROFESSIONAL WILL DRAFTING
DECEASED ESTATE ADMINISTRATION
Governance
Appleton Fiduciary Services is governed by a raft of legislation including:
the Administration of Estates Act (1965), the Wills Act (1953), the Intestate Succession Act (1987), the Income Tax Act, the Estate Duty Act, the Property Law Act, the Maintenance Act and the Customary Marriages Act. Thus, it is critical for us to remain abreast of all relevant legislation and regulation, not only for purposes of compliance, but to ensure that our clients receive the highest levels of service.
We are guided by and adhere to the principles, ethos and objectives espoused by the Fiduciary Institute of Southern Africa (FISA). We subscribe to FISA’s core ethical principles of integrity and diligence and undertake to uphold these principles in all our business actions and relationships.
We are guided by and adhere to the principles, ethos and objectives espoused by the Fiduciary Institute of Southern Africa (FISA). We subscribe to FISA’s core ethical principles of integrity and diligence and undertake to uphold these principles in all our business actions and relationships.
We adhere to FISA’s principles of integrity which requires, “complete honesty, fairness, objectivity, independence of thought and behaviour and an avoidance of, or, if unavoidable and appropriate, proper behaviour with regard to conflicts of interest.”
We subscribe fully to the core principle of diligence which requires, “knowledge, competence, confidentiality, and personal financial stability.”
Appleton’s administrators are members of FISA and are bound by and committed to uphold these principles and through adherence to the specific provisions of the Institute’s Code of Conduct. As a result, we have on our board experienced directors and employ compliance professionals to provide additional guidance.
