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tis (trust investment switch)

INNOVATIVE SOLUTIONS

TIS is an innovative cloud-based solution that enables intermediaries to efficiently interact with commercial banks when investing money on behalf of third parties. The product brings ​simple and elegant technology to our intermediaries’ offices at zero co​st, removing cumbersome processes and adding a measure of risk management. Through our banking partnerships, we also offer a transactional environment at no cost to clients.

Our Typical Clients: Attorneys, Estate Agents, Estate Practitioners, Managing Agents, Financial Advisors, Auditing and Acc​ounting Practitioners, Financial Intermediaries. 
What TIS Does: Open legislatively required bank accounts, make payments, manage guarantees, close accounts, and perform other similar cash management online banking features.

Want to know more?

• FREE, modern, user-friendly, channel-specific and mobile technology compatible technology platform.
• Exceptional ‘old school’ personal client service (no call centres). 
• Very competitive and negotiable interest rates. 
• Full control over investment accounts with multi-level segregation of duties, and in-system password reset. 
• Increased operational efficiencies. 
• No bank transaction fees for transfers from investment accounts.
• Reduced potential for fraud due to our innovative notification’s functionality.
• Detailed audit trails to improve risk management and assist with your year-end audit.
• Ability to earn additional revenue from administration fees.
• Link your existing trust account – no need to open a new trust account.
• Fully compliant with Section 86 of the Legal Practitioners Act, Section 28 of the Administration of Estates Act and Section 32 of the Estate Agency Affairs Act (and more).