To open a Trust account, we will need the following from you:

  • A Certified/Notarized Copy of the Trust Deed or extract which outlines the beneficiaries of the Trust.
  • Full KYC for all Beneficiaries and Trustees.

To Certify a Copy of the Trust Deed you will need to visit a local store which offers Certification, this can generally be done at Post Offices and Chemists but Please check before visiting.

We will also need to Individually KYC the Trustee and Beneficiaries of the Trust via our individual company creation process, found here.

In the event that the entity is a Company Trust, we will need to KYC the company via the Company KYC procedure and the individuals relating to the company as per the Individual KYC procedure.

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