Sign-Up Process
Whilst complying with the legal and legislative requirements as set out by the Financial Services Board (FSB) and the South African Government, Legacy has simplified and streamlined the signing up process.
  • As the Primary Accountable Financial Institution we require FICA documentation, a letter of authority and a Client Data Sheet to be completed
  • Legacy will then open the account and set up beneficiaries as per written instructions
  • Funds can then be transferred directly or banked by cheque into the new account
  • Transfers out of the account will be made on the same day, provided the instruction is received by Legacy before 11am.
For more information on the FICA requirements or to sign-up, call 021 405 8569 or simply email
Contact Us

t +27 (0) 21 405 8569 f 0866 748 017

17th Floor, No. 1 Thibault Square Cape Town 8001