Trust Registration Service
Nath
Member
We have a client that is just going through the process of registering their 2 trusts. They have called and confirmed that throughout the process it hasn't actually asked for details of the bonds at all. Looking at the Canada Life step by step guide with the screens shown, it doesn't show it there either? Although the CL fact find for details to obtain does ask for description of assets and approximate value now. Has anyone else come across this. I thought it would ask this information but looking at the below link it doesn't seem to show it?
Comments
Nope. no requirement to provide details of trust values / assets.
Thanks Richard, I was hoping you were going to reply to confirm