Question
What documents are available for a Unit Trust within the Trust Profile? Why aren't additional trust documents available?
Note: This is applicable to "Unit Trusts" recorded within the Trust Register. "Fixed Unit Trusts" have further documents available.
Answer
- Issue of Units
- Transfer of Units
- Redemption of Units
NowInfinity currently offers establishments for Fixed Unit Trusts only. As such, there is a limitation to the documents available for Unit Trusts.
When adding an existing Unit Trust on the Trust Register within NowInfinity, document availability is limited to Issue of Units, Transfer of Units, and Redemption of Units. Any other documentation will need to be prepared external to the Trust Register. Once an external document is signed, you may manually edit the Trust Profile to reflect the changes, and upload the document to the Trust Timeline for your records.