Deactivated Trusts in CAS360

CAS 360
1

When you Deactivate a Trust in BGL and then need to restore it, does it restore any uploads eg Trust Deeds

2

First question is: Is there a way to restore a trust once deactivated - I can’t see how to do it.
The trust section does not have the same options as the company section.

3

Thank you for the update.

4

Hi @Ann and @JulieN

Thank you for your posts about re-activating a Trust. At this stage, in the CAS360 users cannot re-activate a trust. However, if it is urgent, please contact me (wrenden@bglcorp.com.au) and we look to do this from the back end.

We are adding the ability for users to re-activate a trust, and hopefully, this will be released in our mid-April update.

Warren

1 Like
5

Hi @Ann and @JulieN

Happy to let you know that we have released our April update, and you can now re-activate a trust.

More Details can be found here - https://cas360.zendesk.com/hc/en-au/articles/14941792934925

As part of the restore all documents that were previously attached to the trust will also be restored

Warren

1 Like
6

Thanks Warren, very good to have and to know about it.