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Document Guidelines

Should my Trust invest in a deal, what documents do I need to upload?

The documents required for a Trust to invest are the following:

  1. Trust’s registration document
  2. Trust deed
  3. Official document listing the Trust’s Reps (if applicable)
  4. Official document listing the Trust’s Trustees
  5. Official document giving power to act on behalf of Trust for each Trustee and/or Rep (if applicable)
  6. For each Trustee, Beneficiary, Protector, Agent, Founder and Rep (person authorised to act on behalf of Trust) - if applicable
  7. Certified Identity document
  8. Proof of residential physical address
  9. Contact telephone numbers