Authorised Financial Services Provider FSP no.
Capital Legacy, through its unique approach, ensures capacity for the administration of services without having to rely on the pay-outs of other policies that could take months to be distributed. The promises that we make to Clients to administer their Estates with efficiency and to deliver on the promises of immediate liquidity are not dependent on their Estate’s liquidity. It is something already provided and paid for by the Client while he or she is still alive.
What sets us apart is that we indemnify the Estate Administration fees which means it is not a cash pay-out that increases the value of the Estate, rather a specific amount of financial provision dedicated to its intended purpose.