Obtaining Trust Information

How Can You Obtain Information About a Trust?

To access information about a registered trust in South Africa, you must submit a formal written request to the Master of the High Court where the trust is registered. The request should include a clear and valid reason for seeking the information, as the Master will consult with the trustees before granting or denying access.

If your request is denied, you have the right to escalate the matter by applying to the Information Officer of the Department of Justice, following the procedures outlined in the Promotion of Access to Information Act (PAIA).

What Information Can You Access?

Depending on the circumstances, the information you may be able to obtain includes:

• The trust deed, outlining the structure and purpose of the trust.
• A list of trustees and their roles.
• Financial statements or records, if applicable and legally permitted.
• Any amendments made to the trust’s documentation.

Legal Assistance for Trusts in South Africa

Navigating trust law and obtaining relevant information can be complex. Our trust lawyers in Johannesburg specialize in:

• Assisting with trust registration and compliance.
• Advising on trust administration and governance.
• Handling disputes related to trust beneficiaries and trustees.
• Facilitating legal applications for access to trust documents.

Contact our expert trust lawyers in Johannesburg today for professional legal guidance and assistance with all trust-related matters.

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