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Changes to Trust Details Form

Use this form to request changes to a Trust.

If you need to make changes to a Company, please click here to use this form instead.

"*" indicates required fields

List of required changes:*
Please tick all that apply.

Change of Trust Name

Change of Trustee

This is for the current Company Trustee.
This is for the current Company Trustee.
Trustee Full Legal Name:*
This is for the current Individual Trustee.
Use address listed in XPM for this client?*
Trustee Address:
This cannot be a PO Box.
Is there another current Company Trustee?*
This is for the second current Company Trustee.
This is for the second current Company Trustee.
Is there another current individual Trustee?*
Trustee Full Legal Name:*
This is for the second current Individual Trustee.
Use address listed in XPM for this client?*
Trustee Address:
This cannot be a PO Box.
This is for the new Company Trustee.
This is for the new Company Trustee.
Is client Tax File Number (TFN) saved in XPM?*
Please input TFN in this FYI File Note and tag the Compliance and Client Services Administrator in the comments. Please put the TFN in the actual file note and NOT in the comments!!
Is this company in CAS360?*
Trustee Full Legal Name:*
This is for the new Individual Trustee.
Use address listed in XPM for this client?*
Trustee Address:
This cannot be a PO Box.
Add another new Company Trustee?*
Add another new Individual Trustee?*
Full Legal Name:
This is for the second new Individual Trustee.
This is for the second new Company Trustee.
This is for the second new Company Trustee.
Is client Tax File Number (TFN) saved in XPM?*
Please input TFN in this FYI File Note and tag the Compliance and Client Services Administrator in the comments. Please put the TFN in the actual file note and NOT in the comments!!
Is this company in CAS360?*
Use address listed in XPM for this client?*
Trustee Address:
This cannot be a PO Box.

Change of Appointor

Please provide company name for the current Appointor.
Please provide ACN for the current Appointor.
Full Legal Name:*
Please provide legal name for the current Appointor.
Use address listed in XPM for this client?*
Appointor Address:
This cannot be a PO Box.
Is there another current individual Appointor?*
Full Legal Name:*
Please provide legal name for the second current Appointor.
Is there another current company Appointor?*
Please provide company name for the second current Appointor.
Please provide ACN for the second current Appointor.
Use address listed in XPM for this client?*
Appointor Address:
This cannot be a PO Box.
Full Legal Name:*
Please provide the full legal name of the new Individual Appointor.
Please provide the company name of the new Appointor.
Please provide the ACN of the new Appointor.
Use address listed in XPM for this client?*
Appointor Address:
This cannot be a PO Box.
Add another new Appointor?*
Full Name:*
Please provide the full legal name of the second new Individual Appointor.
Please provide the company name of the second new Company Appointor.
Please provide the ACN of the second new Company Appointor.
Use address listed in XPM for this client?*
Appointor Address:*
This cannot be a PO Box.

Change of Beneficiaries

Would you like to add or remove beneficiaries?*
Please select all that apply.

Adding Beneficiaries

Name of Beneficiary to Add:*
Please provide the full legal name of the beneficiary you wish to add:
Use address listed in XPM for this client?*
Residential Address:
Is this beneficiary's Tax File Number (TFN) saved in XPM?*
Please input TFN in this FYI File Note and tag the Compliance and Client Services Administrator in the comments. Please put the TFN in the actual file note and NOT in the comments!!
Add another beneficiary?*
Name of second Beneficiary to add:*
Please provide the full legal name of the second beneficiary you wish to add:
Use address listed in XPM for this client?*
Residential Address*
Is this beneficiary's Tax File Number (TFN) saved in XPM?*
Please input TFN in this FYI File Note and tag the Compliance and Client Services Administrator in the comments. Please put the TFN in the actual file note and NOT in the comments!!

Removing Beneficiaries

Name of Beneficiary to Remove:*
Please provide the full legal name of the beneficiary you wish to remove:
Use address listed in XPM for this client?*
Residential Address*
Is this beneficiary's Tax File Number (TFN) saved in XPM?*
Please input TFN in this FYI File Note and tag the Compliance and Client Services Administrator in the comments. Please put the TFN in the actual file note and NOT in the comments!!
Remove another Beneficiary?*
Name of Beneficiary to remove:*
Please provide the full legal name of the second beneficiary you wish to remove:
Use address listed in XPM for this client?*
Residential Address*
Is this beneficiary's Tax File Number (TFN) saved in XPM?*
Please input TFN in this FYI File Note and tag the Compliance and Client Services Administrator in the comments. Please put the TFN in the actual file note and NOT in the comments!!

Change of Unit Holders

Select type of transaction:*

Allotment

Full Legal Name:*
Use address listed in XPM for client?*
Unit Holder Address:*
Are these Units beneficially held?*
Will the Unit Holder hold these shares in their own name?
Is the Unit Holder's Tax File Number (TFN) saved in XPM?*
Please input TFN in this FYI File Note and tag the Compliance and Client Services Administrator in the comments. Please put the TFN in the actual file note and NOT in the comments!!
Add another Unit Holder?*
Full Legal Name:*
Is second Unit Holder's address listed in XPM?*
Second Unit Holder Address:*
Are these Units beneficially held?*
Will the Unit Holder hold these shares in their own name?
Is the second Unit Holder's Tax File Number (TFN) saved in XPM?*
Please input TFN in this FYI File Note and tag the Compliance and Client Services Administrator in the comments. Please put the TFN in the actual file note and NOT in the comments!!
Please provide all information requested for the first two Unit Holders above.

Transfer

Inclusive of the beneficial owner.
Inclusive of the beneficial owner.
Is the new Unit Holder currently in CAS360?*
Please use the office-Holders' full legal names.

If there is more than one Director, at least two names should be listed.

Full Legal Name:*
Use address listed in XPM for client?*
Unit Holder Address:*
Please provide address for the new Unit Holder.
Are these Units beneficially held?*
Will the Unit Holder hold these shares in their own name?
Is the Unit Holder's Tax File Number (TFN) saved in XPM?*
Please input TFN in this FYI File Note and tag the Compliance and Client Services Administrator in the comments. Please put the TFN in the actual file note and NOT in the comments!!

Changes to Amounts Paid

Please note, this change will apply to all Unit Holders.

Consolidation

Consolidation reduces the number of units, and increases the price of each unit, the total value of units remains unchanged.

Subdivision

Subdivision increases the number of units, and decreases the price of each unit, the total value of units remains unchanged.

Redemption

Redemption means that the par value is paid back to the purchaser of the units, total value and amount of units are reduced.
Inclusive of the Beneficial Owner.
Redemption Type:*
Add a second Unit Holder?*
Inclusive of the Beneficial Owner.
Redemption Type:*
Please provide all information requested for the first two Unit Holders above.

Cancellation

Inclusive of the Beneficial Owner.
Cancellation Type:*
Add another Unit Holder?*
Inclusive of the Beneficial Owner.
Cancellation Type:*
Please provide all information requested for the first two Unit Holders above.

Conversion

Inclusive of the Beneficial Owner.

Buy Back

Inclusive of the Beneficial Owner.
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Return of Capital

Inclusive of the Beneficial Owner.
Capital Reduction Type:*

Vesting of a Trust

For Vesting/Winding Up a Trust, please complete this Vesting a Trust webform.

Trust Ratification/Correction/Confirmation

Please select one:*

Replacement Trust Deed

Note: The trustee should contact the person responsible for the preparation of the original trust deed, obtain details of the original instructions, and copies of the form of trust deed used by them, at the time. Together with such evidence of the terms of the trust as the trustee possesses, the trustee must then establish, as closely as is possible, the terms of the trust as they existed, at its creation. If this cannot be done a third-party standard deed which was used during that time will be used.
Have you discussed the risks with the client?*
Please discuss the risks with the client before proceeding with the form.
What type of Trust?*
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Has the Deed been amended?*
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Please provide full legal name, inclusive of any middle name(s).
Use address listed in XPM for this client?*
Address:*
Cannot be a Po Box
Add another original trustee?*
Please provide full legal name, inclusive of any middle name(s).
Use address listed in XPM for this client?*
Address:*
Cannot be a Po Box

Discretionary Trust

Settlor full legal name:*
Is the Settlor's address listed in XPM?*
Settlor Address:*
Is the meeting address listed in XPM?*
Meeting Address:*
Appointor full legal name:*
Is the Apppintor's address listed in XPM?*
Appointor Address:*
Alternative Appointor full legal name:*
Is the alternative Apppintor's address listed in XPM?*
Alternative Appointor's Address:*
Provide full legal names, inclusive of any middle name(s).

Unit Trust

Unit Holder Name:*
Please provide full legal name.
Input $0 if fully paid.
Would you like to add another Unit Holder?*
Second Unit Holder Name:*
Please provide full legal name.
Input $0 if fully paid.
Please list all the information requested for the first two Unit Holders listed above.

Hybrid Trust

Settlor Name:*
Please provide full legal name:
Is the Settlor's address listed in XPM?*
Settlor Address:*
Is the meeting address listed in XPM?*
Meeting Address:*
Appointor Name:*
Please provide full legal name:
Is the Appointor address listed in XPM?*
Appointor Address:*
Alternative Appointor Name:*
Please provide full legal name:
Is the alternative Appointor's address listed in XPM?
Alternative Appointor Address:*
Please provide full legal names.
Unit Holder Name:*
Please provide full legal name:
Please input $0 if fully paid.
Add another Unit Holder?*
Second Unit Holder Name:*
Please provide full legal name:
Please input $0 if fully paid.
Add additional Unit Holder(s)?*
Please provide all information as requested above for the first two unit holders:

Effective Date of Transaction

Changes effective from:*
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Invoicing

Invoice Amount:*

Form Admin

Form completed by:*
This will be used to send you a copy of the completed form once it has been approved by your nominated Partner.
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Please select a Partner to review this form.
Team Members: Once you have completed all details in the form above and selected a Partner to review, please click "Submit to Partner for Approval" link below.

Partner Approval

To be completed by relevant Aintree Group partner only!

Once you have reviewed the form and confirmed all fields are correct, please fill in your details below and click "Approved" button.

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