Users are able to add multiple relationships to a Trust. This can be done from within the Trust. Users will first need to navigate to the Relationships tab.
Multiple users can be added by clicking on the Add Relationship + button at the top left-hand side of the Relationships screen. Multiple users will be listed sequentially within this screen once they are added.
over your cursor over the information icon . Users will be able to instantly see the Relationship's details, including the:
Date of Birth/Date of Incorporation
Place of Birth/Place of Incorporation
To edit any of these details, select
over your cursor over the information icon for a trustee company (where the Company is managed in CAS 360 from your Company screen), you will be able to instantly see the company details, including the:
- Date of Incorporation
- Company Number
- Business Number
Register of Trust Relationships
Check out the Register of Trust Relationships which can also be prepared from the Relationships tab.
In the Relationships tab, select