web statistics

Estate Planning

Download Resources

Different forms you can download.

Click Here

Estate Planning

This service is targeted at Clients interested in consolidating investments of deceased relatives. CSL offers to shoulder the burden of Registrar liaison and portfolio administration on behalf of the estate administrators.

Features :

  • Registrar Liaison for effective data capturing
  • Share registration into an Estate account
  • Portfolio split amongst beneficiaries
  • Portfolio Administration IFO administrators