3rd Party Investment Manager (3PIM) Overview

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 an FNB bank representative.

• 3PIM User Guide

3PIM Payments

You can import bulk payment instructions, from multiple accounts, into Online Banking Enterprise™ simultaneously using the 3PIM Payment (.csv) template provided.

• 3PIM Payments CSV Import Template

• 3PIM Payments CSV Import Guide

3PIM Transfers

You can import bulk transfer instructions to a Trust Account, from multiple accounts, into Online Banking Enterprise™ simultaneously using the 3PIM Transfer (.csv) template provided.

• 3PIM Transfers CSV Import Template