Issue

How do we assign Power of Attorney to sign minutes/ resolutions on behalf of the individual trustee/ director of the corporate trustee?

Cause

Unfortunately, Class does not currently support the use of Power of Attorney. 

Resolution

The workaround is to:

Navigate to Fund Level > Fund > Fund Structure

1. Click on Add Contacts 
2. On the Details Tab, enter the details of the person holding the Power of Attorney
3. Click on Save
4. On the Roles tab, add role as individual trustee/ director of the corporate trustee (depends on the entity's structure)
5. Click on Save and Close the pop-up screen
6. Click on Mark Trustee 
   
   

Ignore the warning message shown on the Exceptions Report.

Keep the minute/resolution for appointing the Power of Attorney.