How to edit the Trust Profile

This article provides instructions for editing the Trust Profile

Navigate to the main Menu and select 'Trust' under the Trust Register heading.

mceclip0.png

Click on the name of the Trust and select "See Full Profile". The Trust profile contains all relevant information for that type of Trust.

Select "Update Trust Details" to edit the profile:

mceclip1.png

A pop up screen will appear and prompt you to input a reason for the amendment. Adding a message in this field is mandatory. You also have the option to attach any supporting documents.
Click on Continue to edit the profile:

mceclip5.jpg

 

Use the "Edit" button to edit the section/s you would like to update. Once done, click "Save" in each section.

mceclip2.png

To update Unit details, change the "View" dropdown box at the top right hand corner of the page to "Units":
2021-01-07_13_25_25-Class_Unit_Trust___Trusts.png

From here, choose to edit, add or remove items:
mceclip3.png

 

When all changes are done to the profile, Select "Finish Update" to lock the profile again.

mceclip4.png

 

Any changes made to the profile will be saved on the Timeline, with details of what was changed, who changed the data and the date the change/s were made.

mceclip5.png

It is strongly recommended to take care in making any edits as a Trust is a legal entity and certain changes can trigger adverse tax and stamp duty consequences.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request