CCH Trust Service Version 4.7
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1 CCH Trust Service Version 4.7 Release Notes Prepared for CCH Trust Service clients CCH New Zealand Limited, January 2015
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3 Version history Version Date Description Prepared by January 2015 Initial release notes for version 4.7 (build ) Alison Ashton CCH Trust Service Release Notes version 4.7 1
4 Table of Contents Summary... 3 Changes... 3 Templates... 3 Reports... 4 Person Maintenance... 5 Trust Maintenance CCH New Zealand Limited
5 CCH Trust Service release notes v 4.7 (build ) Version: 4.7 Build: Date: 28 January 2015 Summary This upgrade to version 4.7 of the CCH Trust Service includes new templates for a share transfer, resolutions, minutes, checklists and other documents which can be generated using the software s document creation wizards. A new AML (Anti-Money Laundering) tab has been added to the Person Maintenance screen, allowing for the results of AML checks to be recorded in the CCH Trust Service database. An AML Status report has been added to the Reports menu. All reports can now be exported to MS Excel and an option to open reports in MS Excel has been added. The user defined reports have been updated. Eleven standard tasks have been added to the Task Library. Any user defined field (either for a trust or a person) can now be made mandatory. The CCH Trust Service subscription no longer includes access to the CCH Question and Answer Service. Other minor enhancements and changes have been made following feedback from users. Changes Templates A share transfer template has been added to the Precedents tab in the Document Library. The share transfer template is: PrecX100: Share Transfer Nine new resolution and minute templates have been added to the Minutes & Resolutions tab in the Document Library. The new resolutions and minutes are: PrecX101: Draft Resolution Format PrecX102: End-of-Year Resolution PrecX103: Resolution Nominating Trustees to Act on Behalf of All Trustees for Investment Purposes PrecX104: Resolution to Purchase Property PrecX105: Resolution to Sell Property PrecX106: Resolution Guaranteeing Obligations of a Beneficiary PrecX107: Resolution to Enter into Deed of Variation PrecX108: Resolution to Exercise Power of Advancement PrecX109: Minute Template Twenty-nine new checklist templates have been added to the Checklists tab in the Document Library and one checklist (CHK01: Trust Administration Risk Summary) has been updated. The new checklists are: CHK08: Resettling a Trust CCH Trust Service Release Notes version 4.7 3
6 CHK09: Winding Up a Trust on Final Vesting Day CHK10: Factors to Consider Before Appointment as Trustee CHK11: Initial Trustee Tasks CHK12: Keep Personal Affairs Separate CHK13: Ascertaining Beneficiary Needs CHK14: Important Initial Decisions and Actions CHK15: Important Set-up Procedures CHK16: Making Decisions CHK17: Conducting Trustee Meetings CHK18: Appointing an Agent CHK19: Investing as Trustees CHK20: Selecting an Investment Adviser CHK21: Making Distributions to Beneficiaries CHK22: Gifting CHK23: Trustee Retirement CHK24: Changing Director of Corporate Trustee CHK25: Bankrupt Trustees CHK26: Death of a Trustee CHK27: Opening a Trust Bank Account CHK28: Recording Trustee Resolutions CHK29: Contracting as a Trustee CHK30: Purchasing a Property CHK31: Recording an Advance CHK32: Breach of Trust by Trustee CHK33: Getting Help CHK34: Trustee or Settlor Emigration CHK35: Reviewing Trust Accounts CHK36: Memorandum of Wishes. Three new templates been added to the Other tab in the Document Library. The new templates are: OTH04: Gifting Documentation Guide OTH05: Trust Review Guide OTH08: Gifting Decision Tree Reports Most reports can now be exported to MS Excel. An option to open the exported Excel file has been added CCH New Zealand Limited
7 An AML Status report has been added to the Reports menu (Reports>Persons>AML Status). The user defined Trust Listing and Person Listing reports have been updated. Person Maintenance Provision for recording the results of anti-money laundering (AML) checks has been added to the CCH Trust Service. To record AML information for a person listed in the CCH Trust Service database: Open the Person Maintenance screen for a selected person. Click the AML tab. To record whether an AML check is required, click the dropdown arrow in the AML Check field and select one of the options: Yes, No, Not Required. To record information about documents related to the AML check, click Insert in the Checks field, select the relevant document from the pre-populated list and enter other information as necessary. You can amend the list of AML documents if you wish (Maintenance>Setup Options>AML Documents). Any People User Defined fields can now be made mandatory. To set up mandatory People User Defined fields: Make sure you have created the People User Defined fields in the People User Defined tab of the Maintain System Setup screen (Maintenance>Setup Options>System Setup>People User Defined). Select Maintenance>Setup Options>System Setup. Maintain System Setup screen appears. Click Defaults tab. Click Required Person Fields. Required Person Fields screen displays. Tick the User Defined Fields (previously set up) that you wish to make mandatory. Click OK. The selected user defined fields will appear with a yellow background in the Person record and you will not be able to save the record without entering data in the mandatory user defined fields. Trust Maintenance Any Trust User Defined field can now be made mandatory. See instructions above for making People User Defined fields mandatory. A set of standard tasks has been added to the Task Library. Access to CCH Question and Answer Service Access to the CCH Question and Answer Service for trust questions is no longer part of the CCH Trust Service subscription. For technical support questions about use of the CCH Trust Service software, please contact the Technical Support team on or support@cch.co.nz. CCH Trust Service Release Notes version 4.7 5
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