Settlement Trust

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SETTLEMENT TRUST

A truly specialist product.

Positive outcomes for successful claims.


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Settlement Trust provides a superior service to both attorneys and clients

Attorneys and their clients are only too aware of the emotional and financial toll that unexpected events can have on individuals who have suffered as a result of a road accident or medical malpractice. The Fedgroup Settlement Trust solution was designed to ease the administrative burden on both parties in the event of a favourable court claim.

The trust is registered quickly after a court order is issued and funds can be accepted as soon as possible and invested to contribute towards a better life for claimants. Any interim shortfalls can be bridged by the cash advance. Beneficiaries also know exactly what to expect, as they are kept up to date via regular SMS messages. The additional services that are offered, free of charge, add further value to their lives. In addition, all beneficiaries are entitled to a free Will drafting service by the Fedgroup fiduciary specialists.


Fedgroup’s Settlement Trust Specialist Sandra Filen

Sandra has 19 years’ experience in the Trust industry, specialising as both an administrator and a Trustee. Her experience is with both Testamentary and Intervivos Trusts. Prior to this, she worked in the banking sector for 10 years – accounting and auditing divisions.

Sandra joined Fedgroup in 2001 and has worked as a Trust Administrator, Curator Bonis and Trustee. She currently manages Fedgroup’s Port Elizabeth branch, which specialises in Trusts. She is a member of both the Fiduciary Institute of Southern Africa (FISA) and the South African Institute of Tax Practitioners (SAIT).


Real experiences by real people

" Fedgroup has been a great help and has exceeded my expectations. "

- Dulan Luff, Settlement Trust beneficiary


Settlement Trust in the media

The cents and sensibility of settlement trusts


The basics of the Fedgroup Settlement Trust



Contact us

Get in touch today to discuss your unique needs and requirements.
Call us at 0860 065 065, email STcontact@fedgroup.co.za or fill out our form.

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