How to edit the client contact details in Trust profiles

For more information, please refer to the instructions below:

Navigate to the main Menu and select 'Trust' under the Trust Register heading.

Within the Trust profile, you can record the client contact for the specific Trust. The client contact is the person responsible for the Trust correspondence. This contact is optional. To complete this section, scroll down to the ‘Client contact’ section on the Trust profile.

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Click the ‘Edit’ button.

A pop up screen will appear and prompt you to input a reason for the amendment. Adding a message in this field is mandatory. You also have the option to attach any supporting documents. 

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If the client contact is one of the trustees or director of corporate trustee, his/her name will automatically be available in the ‘Name’ drop down. After selecting the name from the drop-down box, all of the information available for this person will be automatically pre-filled. If some information is missing, it can manually be added and saved.

If the client contact is not a trustee or director of the corporate trustee, all information in the client contact section can be added manually and saved.

Tip: If the Billing Contact is different to the Client contact, the billing contact details can be added in separately. Therefore, the client contact will receive all the correspondence on the Trust while the billing contact will receive the invoices for the Trust.

 

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