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The Trustees tab displays current and former trustees for the trust.

To add a trustee
  1. Select a client on My List and click Corporate admin.
  2. Click the Trustees tab.
  3. Under Trustees, click Add trustee. The Search for trustee field appears.
  4. Enter the name of a contact to add as a trustee
    or
    Click Create new contact and fill in the details.
To edit trustee details
  1. Select a client on My List and click Corporate admin.
  2. Click the Trustees tab. A list of current trustees appear.
  3. Click the ellipses button next to the current trustee.

Trustee register

The Trustee register lists all current and former trustees and details, including:

  • the Start date, when the trustee was first appointed
  • the End date, where the trustee ceased being a trustee
  • the Type of trustee — corporate or individual
  • the Address of the trustee.

To maintain an accurate history of trustees, you can add the details of former trustees as a historical entry.

To add a historical entry to the Trustee register
  1. Click Add historical entry located at the end of the Trustee register. The Search for trustee field appears.
  2. Enter the name of the trustee and click on their name to add
    or
    Click Create new contact, fill in their details and click Add trustee.

 
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