FNB Private Wealth Preservation Account

A day-to-day transactional account designed to help you with your wealth creation and management where the focus is on liquidity management, tax efficiency, estate and succession planning.

Why choose us

Dedicated Private Wealth Advisor

Your private advisor gains and maintains an understanding of your balance sheet, wealth needs and objectives. They draw on the skills of our experienced team of specialists, ensuring ongoing, superior private banking and advice-led wealth management.

Fiduciary Specialists

Our Fiduciary specialists will work with you and your private advisor to advise you on how structures, such as wills, trusts and estate planning, can best protect your wealth into the next generation.

When you need a little extra

Sometimes you may need some extra funds to help you with unforeseen expenses or just to complete minor projects. The overdraft offers you access to short-term credit at a personalised overdraft rate, so you'll have money for working capital management (subject to approval).

Qualifying criteria

•Must be a non-trading entity where the focus is on wealth creation and management as well as estate and succession planning

Required documents

•Please contact your private advisor to determine entity-specific documentation

FNB Private Wealth Preservation Account

Speak with your private advisor or visit your nearest Private Wealth office to apply.

Get in touch

Service Suite 087 730 6000

Email servicesuite@fnbprivatewealth.co.za

Find a Private Wealth office

Terms and conditions apply.