In this unit trust, there are Class A Units and Class B Units. How do I treat these different classes of units?
Add them as different beneficiaries
Navigate to Fund Level > Beneficiaries > Add New Beneficiary
- Select either Person or Organisation
- Create new beneficiary - individual or corporate
For individual Beneficiary
For corporate beneficiary
Ensure the Individual Trustee or Director of the Corporate Trustee has been set up separately in the Fund Structure screen, so the minute will show the correct name. Refer to the below screenshot as an example.