What is the logic of the NI Integration? How does it work?
If an individual enters their name and address within a legal document (i.e. Company Registration), the information will pull through when using the NowInfinity Integration.
If a person’s information has never been entered in any legal documents within the Documentation Suite, their name or information will not show up when using the integration.
Note:The NowInfinity Integration has no affiliation to the information within Corporate Messenger. It is only specific to information which has been entered within NowInfinity's legal documentation products.
When using the NowInfinity Integration or when typing an address in the address field, the information will be saved for that individual. If there are multiple addresses recorded for an individual, the NowInfinity Integration will pull an address at random from any of the multiple entries saved.
To proceed with the document the information would need to be manually entered overriding the old address pulled from the NowInfinity Integration.
Corporate Messenger and Trust Register Integration
If changes are made within a Corporate Trustee profile under Corporate Messenger will this flow through into the Trust Profile within the Trust Register?
Yes. Any changes to the company name, directors, registered address or director IDs that are processed within Corporate Messenger either by form or manually entered will automatically update within the Trust Register.
What updates made in Corporate Messenger will flow through into the Trust Register?
Change of Director Name
Yes, an updated name of the Director will flow through to the Trust Profile once the Company Profile on Corporate Messenger has been updated by the appropriate change form.
Address Change (Registered Address)
Yes, the new Registered Address will flow through to the Trust Profile once the Company Profile on Corporate Messenger has been updated by the appropriate change form.
Yes, the Director ID details will flow through to the Trust Profile if updated on Corporate Messenger.
Change of Company Name
Yes, the Corporate Trustee name should be updated on the corresponding Trust Profile automatically once the new Corporate Trustee name appears on the Company Profile.
Adding a Director
Yes, the new Director name will appear under the Corporate Trustee details of the Trust Profile once the updated details appear on the Company Profile.
Signing and Billing contact details:
No, these details are not exchanged between the Company Profile on Corporate Messenger and the Trust Profile on the Trust Register.
Note: You are also able to add a Company Registered via the Create Documents page to Corporate Messenger by appointing yourself as Registered Agent.
Will the details on the Trust Profile update the details of the Corporate Trustee if the Company is not added to Corporate Messenger?
No, the Trust Profile details for the Corporate Trustee will not be updated within Corporate Messenger if the Company is currently appearing not within Corporate Messenger.
What updates made in the Trust Register will flow through into Corporate Messenger?
Change of Trustee
If the Trustee details are changed after preparing the appropriate document within the Trust Profile on the Trust Register, the details will not change on the Company Profile on Corporate Messenger.
Change of Trust Name
When the Trust Name is changed with the Trust Register, the details do not change on the Company Profile.
Yes, the Director ID details will flow through to the Company Profile if updated within the Trust Profile.
Note: Similar to the above you can add a Trust established via the Create Documents page to the Trust Register. To know more click here.