TRSM93010 - How to: contents: Get proof of registration: contents: Introduction
»Ê¹ÚÌåÓýapp proof of registration document details the trust’s registration and all the beneficial owners listed within it. This includes details of any trustees, settlors and beneficiaries.
A trustee or agent must give a copy of the proof of registration document to a relevant person before they enter a business relationship with their trust (²õ±ð±ðÌýTRSM70030).
For example, when a trustee opens a bank account, the trustee needs to provide proof of registration to the bank or financial institute to confirm that the trust is registered, and the registration details are correct.
»Ê¹ÚÌåÓýapp trustee or agent should check and update the trust’s details before downloading a proof of registration document and sharing it with a relevant person.