When a trust is part of your application
What do I need to complete the trust step in Finalise Your Account?
To complete the trust step in Finalise Your Account, you need to provide the trust name, the details of each trustee (legal name, email, and mobile number), and a PDF copy of the trust deed (plus any amendments). A trust step appears for each trust connected to your application.
A trust step appears when a trust is part of your application. This happens if any of the following apply:
- A trust owns the property you told us about.
- Your business is a trading trust.
- A trust holds 25% or more of your business.
The trust deed
If a trust is associated with your application, we need a copy of the deed — and any amendments — to verify the names of the trustees.
If you cannot find the deed
Contact your lawyer or accountant who set the trust up.
If your deed is on paper
You need to scan it to PDF. Most phone scanning apps and office printers will do this. A photo saved as a JPG will not be accepted.
The deed will not upload
- PDF only. Word files, photos and screenshots are refused.
- 5 MB or smaller. Scanning in black and white instead of colour usually brings a long deed under the limit. If the file is still too large, try reducing the scan resolution (e.g. 150 dpi or lower).
Your trust has been amended
Upload the amendments in the Amendments box below the deed. It is optional if there are none. Add more lets you upload several. These are PDF only as well.
Trustees
List every trustee involved in managing the trust. For each: legal first and last name, email address and mobile number.
Cannot add a fourth trustee
This step accepts up to three trustees. If your trust has more, add three here and email info@fundtap.co with the remaining trustees' details.
Continue is grey but every field is filled in
Check each trustee individually. One invalid email address or a landline instead of a mobile is enough to hold the button. Look for a red message under the fields on each trustee card.
One of your trustees is a lawyer, accountant or trustee company
Mark them as a professional trustee. You are then asked how to handle them:
- Yes, contact them on my behalf — we get in touch with them directly.
- I'll contact them myself, just send me what they need — we send you the list and you pass it on.
For a trustee company, we also ask for the company name and the name, email, and mobile number of one of its directors.
A trustee has died or resigned
List the current, active trustees only and upload the deed of appointment or deed of retirement alongside your amendments. If you're unsure how to proceed, contact us at info@fundtap.co.
For any other questions or issues, contact us at info@fundtap.co.