3rd Party Investment Manager is an online Third Party Funds Management system which allows 3rd Party Investment Managers such as Attorneys, Property Managers, Estate Administrators, Debt Collectors and Estate Agents to manage entrusted funds on behalf of their clients on Online Banking Enterprise™.

This functionality enables the 3rd Party Investment Manager to perform the following functionality via Online Banking Enterprise™:

• Create and Maintain of 3rd Party Client profiles
• Open Investment (Notice, Call and Fixed) Accounts on behalf of 3rd Party Clients
• Perform various Instructions on the 3rd Party Clients Investment Accounts (Notice to withdraw, maturity withdrawal and reinvestment)
• Perform Financial Transactions (Fund, Transfers, Payments) on Investment Accounts
• Close Investment Accounts
• View and extract the required Statements and Reports on the Trust and Investment Accounts

In order to use the 3rd Party Investment Manager functionality via Online Banking Enterprise™, a Trust Account needs to be opened and linked to an Investment Structure on FNB's back office systems, this can by your Relationship Manager. Once opened, you can operate the 3rd Party Investment Manager system completely independently and require no input, or assistance from a FNB bank representative.

Refer to the following User Guide for further information regarding the 3rd Party Investment Manager functionality.

• 3rd Party Investment Manager User Guide

3PIM Payments

You can import multiple Payments to a Third-party with multiple From Accounts via the 3PIM Payment CSV Template.

• 3PIM Batch Payment Template (.csv)

Refer to this Import User Guide for step by step guidelines on how to complete the 3PIM CSV Payment Template.

• 3PIM Payments - CSV Import Guide

3PIM Transfers

You can import multiple Transfers to the Trust Account with multiple From Accounts via the 3PIM Transfer CSV Template.

• 3PIM Batch Transfer Template (.csv)

Letters of Undertaking (LoU) is additional functionality on the 3rd Party Investment Manager (3PIM) system and allows an attorney to issue cash backed property guarantees.

The LoU functionality is specifically built for Attorney’s who hold a valid Fidelity Fund Certificate, as well as top-up Professional Indemnity cover. This enables attorneys to issue Letters of Undertaking at no cost. You have full control of the system and are empowered to instantly issue, cancel and pay Letters of Undertaking without any manual intervention from FNB. You have the ability to issue multiple Letters of Undertaking against an individual investment account and only pledge the portion of money required for each specific guarantee.

Refer to the following User Guide for further information regarding the Letter of Undertaking (LoU) functionality.

• Letter of Undertaking (LoU) User Guide

Instant 3PIM is a module built to integrate directly between Instant Accounting and Online Banking Enterprise™, specifically to accommodate reporting for the 3PIM system.

Refer to the following User Guide for further information regarding the Instant 3PIM functionality.

• Instant 3PIM User Guide

The purpose of this guide is to demonstrate to the Administrator how to setup Instant 3PIM and use this simple functionality for optimal use. This guide focuses specifically on the reporting aspect of Instant 3PIM and is not an exhaustive account of every option available to the user.

If you are currently using Instant Accounting as your accounting solution, you can still sign into Instant 3PIM, provided that your Trust account is delinked from Instant Accounting and linked to Instant 3PIM.

Note: by linking your Trust account to Instant 3PIM, the system will automatically import all the linked Investment accounts.