Documents available for Unit Trusts


Why are Issue of Units and Transfer of Units the only documents available for a Unit Trust under the Trust Profile?


NowInfinity does not currently offer Unit Trust establishments (Only Fixed Unit Trust currently). Therefore there is a limitation to the documents available for this Trust type. 

Currently, when adding an existing Unit Trust on the Trust Register within NowInfinity, only Issue of Units and Transfer of Units documentation will be available. Any other documentation needs to be prepared externally from NowInfinity. Once the document is signed, you can manually edit the Trust Profile to reflect these changes, and upload the document to the Trust Timeline for your record.

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