Private Vault

We simplify complex family admin and legacy planning into a single Out of the Ordinary solution – exclusive to Private Bank Account holders.

DIGITAL STORAGE FOR YOUR DOCUMENTS AND WILL

What is Private Vault?

As an Investec Private Banking client, Private Vault allows you to easily upload and store copies of all your important documents including a digital copy of your will. With best-in-class security, you enjoy complete peace of mind, knowing your digital documents are protected in one seamless digital solution.

Investec Private Vault gives you a secure place to save- and retrieve - digital copies of all your important documents.

Life doesn’t have to be complicated

While it remains essential to maintain physical copies of important documents such as birth and marriage certificates, your will, passports and even educational records, having a digital copy stored securely at all times helps you better manage and find these documents.

Two ways Private Vault empowers you

1. Digital documents

2. Will and estate

1. Digital documents

With Private Vault, you can create and tailor your folders, so you can easily find your personal, family or business information (marriage, birth and educational certificates, copies of ID documents, passports, travel itineraries, insurance documents and contracts).

When you’re on the go, simply log into Investec Online or the App and access anything from Private Vault anywhere, at any time.

2. Will and estate

We all know that having a valid will ensures your wishes are honoured after you’re gone, protects your loved ones and minimises disputes.

Moreover, regular review of your will make sure it reflects any important life changes , such as marriage or children. With Private Vault, it’s never too early to create or update your will.

Upload your will

Upload a digital copy of your most recent will for safe keeping and easy access. Ensure the original of your will witnessed and signed correctly and is kept with your attorney or executor.

Create a will

Set up a basic will by using any of our complimentary self-guided templates. If these templates don’t meet your needs, you can choose to get assistance with your will.

Get assistance with your will

For a more complex will, you can choose to get assistance from a list of firms who specialise in wills and estates .

MORE INFORMATION

Download Investec Private Vault frequently asked questions PDF 264.24 KB

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