Issue

How can I select a corporate trustee for a Class Trust I am uploading via the Fund Loader?

Solution

In the Fund Loader

• Click on the Beneficiary tab
• Select Beneficiary as the Role

In Class Trust

Navigate to Fund Level > Fund > Fund Structure

1. Click on this Beneficiary
   
   
2. Go to Roles Tab
3. Click on +Add Role
4. Click on Director
5. Click on Save
   
   
6. Click on Close
7. Click on Make Director