Overview
An “independent trustee” generally means an individual who has no beneficial interest in the trust.
This relationship can now be recorded against a Trust in CAS 360.
Navigation
| From the Main Toolbar, go to Company. |
|
| Select the Trust from the list. |
|
| Select Relationships |  |
Click 
Select Independent Trustee.
Instructions
CAS 360 will display the Add Independent Trustee screen.
| Field | Explanation |
|---|---|
| Name |
Begin typing the Independent Trustee's name. CAS 360 will begin searching the Global Contact screen for the company. If the contact has not been previously saved to the database, select |
| Status | Select the New Status of the Independent Trustee. Select between Appointed, Resigned or Removed. |
| Appointed Date/Date Ceased | Enter the appropriate date of the change. |
Forms Prepared
CAS 360 will automatically select the documents required:
- Trustee Minutes or Resolution
- Register of Trust Events
- Register of Trust Relationships