Trust Register - How are people documenting this in reports
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Following AML5, or 5AMLD whichever way you want to refer to it. More trusts will need to be registered now. So when recommending the establishment of a trust I want to detail some of the requirements of the Trust Register and the responsibilities of the trustees...
How is everyone else dealing with the requirement to register the trusts?
I have some sample wording I was thinking of including in reports (see attached) but I just wondered what everyone else is doing if anything.
Comments
We give a link to the registration site and an appendix in the report about the trustee's duties. We don't put much detail in the report itself - it's more a case of making them aware and directing them to the right information.
Where's the best place to look at the rules (which Trusts have to register) from an IFA perspective?