Disclaimer

Template, to be reviewed by the owner and an attorney before launch. Replace every [bracketed] field.

General information only

FutureFin and the 200 Year Family Plan provide an organising framework and general information. They do not constitute financial, investment, tax, estate planning or legal advice as defined in the Financial Advisory and Intermediary Services Act, 37 of 2002 (FAIS), or otherwise.

FAIS disclosure

[Either: "[Entity] is an authorised financial services provider, FSP number [number]." Or: "FutureFin is not an authorised financial services provider. Where advice is required, we refer you to appropriately authorised providers."]

No guarantees

No outcome, return or investment performance is promised or guaranteed. Past performance is not an indicator of future results. Tax, estate duty and exchange control rules change and depend on your circumstances.

Readiness score

The Family Wealth Readiness Score is a self-assessment to help you prioritise. It is not a financial needs analysis.

Third parties

References to third-party software such as 22seven are examples only. FutureFin is not affiliated with or endorsed by those providers.