Adviser Insight
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Welcome to your Adviser Resource Centre! This area features your personal details, contact information and your key contact person at OTAP. You also have access to a wide range of resources, including interesting articles, webinars, training videos and product information.
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The Latest News & Articles
Bulletin
The Purpose and Legal Standing of a Power of Attorney in Relation to a Foreign Pension or a Discretionary Trust
What would you do if life suddenly took a turn and you became unwell or...
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Bulletin
Update – Proposed Tax Amendments for Foreign Pension Income Exemption Post the 2025 Budget
The Draft Taxation Laws Amendment Bill, 2025 has been published and is currently open for...
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Bulletin
The Purpose and Legal Standing of a Letter of Wishes in Relation to a Foreign Pension or a Discretionary Trust
Overview A letter of wishes (LOW) is a private written document prepared by the Member...
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Your details
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Your OTAP Representative
Your support
General enquiries
enquiries@trustandpension.com
New applications
applications@trustandpension.com
Investment Dealing Requests
dealing@trustandpension.com
Trust related queries
trust@trustandpension.com
Corporate Clients
operations@trustandpension.com
Telephone
+27 (0) 21 851 5584
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