Trust Deeds

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The main trust deed document can be linked to the trust using this function. Simply point to the desired document which can be then viewed from a number of screens throughout the system including distributions. This is handy as it allows users a quick way to refer to the terms of the trust deed from within transaction screens.

 

enSec_TrustsGrid_TrustDeeds

 

The Trust Deed screen is a simple and easy to use function that allows you to attach any document to the entity as a deed, the screen is shown below.

 

enSec_TrustsGrid_TrustsDeedsAdd