FrankDisclosure

Eliminate the complexity of the South African High Court Financial Disclosure Form (FDF).

Preparing a High Court Financial Disclosure Form (FDF) is a significant undertaking that requires total synchronisation between a client and their legal team. FrankDisclosure transforms the mandatory financial disclosure requirements from a tedious manual process into a structured digital experience. Whether you are an individual client or a legal professional, our platform ensures your financial disclosure is accurate, transparent, and court-compliant.

BUILT FOR BOTH CLIENTS AND LEGAL PROFESSIONALS.

You do not need an accounting degree to navigate your estate. The FrankDisclosure Wizard breaks down complex FDF requirements into plain-English step-by-step inputs. Capture properties, business interests, bank accounts and monthly expenses with precision. At anytime you are able to view FDF progress, or once complete, download a perfectly formatted FDF PDF ready for review.

CORE FEATURES

* Guided Disclosure Wizard - Navigate your assets, liabilities, income, and expenses through an intuitive, guided interface designed for accuracy.

* Court-Compliant PDF Generation: Produce pristine, perfectly formatted Form 1 PDFs with a single tap. The layout is optimised to satisfy High Court standards.

* Integrated Accrual & Math Engine: Eliminate calculation errors. The app handles complex logic, including:
* Apportionment: Automated household expense splitting.
* Frequency Normalisation: Annualises irregular income/expenses for accurate monthly projections.
* Net Estate Totals: Automatically calculates complex accrual figures (Totals A through L).

* Seamless Professional Collaboration: Collaborate together on the same matter, live, or export and share .fdf data files with your legal counsel or team, allowing them to review, verify or finalise disclosures on their own systems.

* Cross-Platform Sync: Start your disclosure on your iPhone and finish on your Mac using native, seamless iCloud synchronisation.

* Dynamic Document Scaling: Our PDF engine intelligently scales to your estate, accommodating one bank account or twenty, ensuring your document always looks professional and complete.

* Document Uploading : Attach PDFs, bank statements, and IRP5s directly to specific line items.

* Total Portability: Need to move your case? Easily export and download your entire disclosure package - including attached evidence - as a secure, encrypted archive. This ensures your data remains portable, back-up ready and fully under your control at all times.

Financial disclosure requires absolute confidentiality. FrankDisclosure is built on an offline-first, private-by-design architecture.
Your data is stored exclusively within your private iCloud environment (via CloudKit) and never passes through any third-party servers. Your sensitive information remains under your exclusive control, accessible only to you and the authorised parties you explicitly choose to share it with.