Follow the steps below to learn how to set up a trust fund with People's Choice.
Step 1. Setting up the business membership for your trust fund
To operate a trust fund account, a formal trust deed is required, which will state who are the trustees. The trustees can be an individual or a company.
Who operates your trust fund?
Please ensure all trustees have had their ID verified in a branch.
Once completed, you may be able to open the trust's business membership from the comforts of your office - please proceed to step 2.
All trustees must sign the membership application form.
You'll need to setup your company membership first. Please click here and follow the steps before continuing with Step 2 below.
Once completed, you can hand in both application forms (company and formal trust) together in Step 3.
All directors/trustees must sign the membership application form.