Total Asset Management Services : FNB Namibia First National Bank
Name of the Organization : First National Bank of Namibia
Type of Facility : Total Asset Management Services
Country : Namibia
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Website : https://www.fnbnamibia.com.na/
Total Asset Management Services:
TAMS allow you to choose the products and services that will make it easier for you to manage your financial affairs. It allows you to consolidate all aspects of your personal finance with your own Asset Management Consultant.
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Why do I need this?:
TAMS helps relieve the burden of the day-to-day management of your financial affairs because once you subscribe to this service, you can be sure that your assets will be protected from poor investment decisions, you will have one point of contact for all your banking and financial needs, your tax return will be completed and returned on time and your Will and estate plan will be in order.
How will this benefit me?:
** Your assets are protected from poor investment decisions
** You get a dedicated Asset Management Consultant
** The management of your financial assets is simplified
** Expert help and advice is available to you
** You bills are paid
** Your tax return is completed and submitted
** Your Will and estate plan is in order
What will it cost?:
The price is dependent on the type of assets, value of assets placed in your TAMS portfolio and the number of services that you decide to make use of.
Do I qualify?:
This product is mainly aimed at those approaching retirement or who have already retired. However, you will also benefit from this product is you are struggling to keep track of your investments and you want the peace of mind of knowing that your financial affairs are in order.
What do I need to do?:
You tailor the Total Asset Management solution to suit your individual needs. Simply sit down with one of our specialists and choose which services you require, ranging from share portfolio management, property management, Will drafting and reviews to estate planning and tax services – amongst others.
Who can I contact for advice or assistance?:
One of the main benefits of TAMS is that you only need to contact one person, your specially designated Asset Management Consultant, for assistance. Should you require sophisticated financial advice, your consultant will arrange a meeting with you and your FNB Financial Planning Advisor.
I want it!:
Call us on +264 61 299 2093
Contact Details:
Visit your nearest branch or contact one of our specialists on +264 61 299 2093
About Us :
FNB Namibia Ltd. provides a full range of banking services to individuals, while FNB Business and RMB Namibia offer services and solutions that meet the needs of enterprises – both large and small – throughout the country.
Our extensive countrywide branch and automated teller machine (ATM) networks, as well as self-service channels such as FNB Namibia Online Banking, Cellphone Banking, FNB App & .mobi sites ensure that you have access to your accounts around the clock.