Step 4 - Import Trusts to Trust Register

Note: This section is relevant to Subscription members only.

For further information on our plans and what is included, please click here

 

Trust Register (What is Trust Register?) allows users to store information regarding trusts, and create trust-related documents (i.e. the establishment, issue, cancel, transfer of, appointment and removal of trustees, and vesting) and other trust administration processes, in an efficient and streamlined way.

Importing your Trusts to NowInfinity's Trust Register is a great way to store information regarding your Trusts. 

How to import Trust on Trust Register

 

Next Step

Once you have read this article, if you are an 'Admin' user (access to settings), please see the help article Step 5 - Import Funds to Super Comply.

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