IT3(t) - THE KNOW-HOW WEBINAR - SLIDES AND RECORDING

Thank you for your time attending the webinar on IT3(t)’s. If you could not attend, at least you can still catch up.

A You Tube link to the recording of the webinar has been added to our Trusteeze LinkedIn page (https://www.linkedin.com/company/trusteeze-pty-ltd/) along with a copy of the slides. Please follow our page and feel free to download the slides and watch the recording.

Phia will be answering all the questions submitted during the webinar on the Trusteeze LinkedIn page over the next couple of days.

Phia has received multiple requests to work through a practical example illustrating the calculations and required information necessary to complete an IT3(t). Further information regarding this practical session will be announced on our LinkedIn page in due course. 

In the meantime, we urge you to gather the extensive list of information required to complete the IT3(t) as set out on the slides.

Trust administration can be a daunting task, but it can be done in a cost-effective, efficient manner while using our fully integrated digital trust administration platform. Our cloud based online system will ensure that you provide a real time holistic service to your clients. It may provide you with additional income streams. 

1. To name but a few of the integrated functionalities which can be found on the Trusteeze platform:
2. Pre-populated resolutions;
3. Real-time beneficial ownership information including the Beneficial Ownership register;
4. Real-time accountable institution register;
5.  IT3(t);
6. Attribution rules;
7. Connected person rules;
8. Complete financial statements; 
9. Master documents;
10. Trust Deed;
11. Wills; and
12. So much more.

We invite you to book a free demo by following the link, https://calendly.com/trusteeze/demo-of-the-trusteeze-platform, alternatively, if you would like a more extensive list of what the Trusteeze platform can do feel free to visit our website at www.trusteeze.co.za.