| From the Main Toolbar, go to Trust. |
Click Add Trust+
Select Add New Trust
Field |
Explanation |
|---|---|
| Jurisdiction | Select Hong Kong. |
| Trust Name | Select a previously added contact from the Global Contact screen, or add a new trust contact to CAS 360 by clicking |
| Trust Type | Select either Discretionary, Unit, Bare, Hybrid |
| Trust Formed | Input the formation date of the trust. |
| Meeting Address | Select a previously added address from the Global Addresses screen, or add a new address to CAS 360 by clicking |
|
Question Is the trustee a company managed in CAS360? |
When the trustee is a company managed in CAS 360, leave the toggle on, search and select the company from the list. When the Trustee is another entity switch the toggle off and search and select a previously added contact or add a new contact by clicking |
| Trustee Appointment | Input the trustee appointment date. |
| Label | To help manage your Trust Selection screen, you can directly attach a label to a trust. |
Click 
to add the Trust to your Trust Selection Screen.
Import Trusts to CAS 360
Quickly import your trusts using the CAS 360 Trust Import Spreadsheet Template. This template allows you to quickly enter your trusts into CAS 360 with its straightforward and ease of use design. For more information, click here.