There are three ways to set up profiles for corporate trustee companies in Connectworks: manually; via import from the New Zealand Companies Office; and through Connectworks’ bulk import service.
1. Importing corporate trustee companies from the Companies Office
The quickest and easiest way to set up your corporate trustee companies is by importing the company information held by the Companies Office.
This will automatically bring in the company profile (company name and number, NZBN, registered office address, and incorporation and filing dates), the registered shareholding, the publicly-available information for all the company directors, and all company documents that are downloadable from the Companies Office website.
Trustee companies can be imported in the Companies section of your firm’s Clients tab:
You can then use the search-bar to find the company you wish to import by typing in the company name, company number, or NZBN.
Click the ‘Import’ button, and the company will be set up. Once imported, you can find the setup company using the ‘Loading’ status filter, searching for it alphabetically, or by typing its name into the company search-bar.
When you’ve found it, simply click on the name of the company and you’ll be taken to its workspace. You’re good to go from there!
2. Setting up corporate trustee companies manually
You can also manually set up companies, by selecting the I would like to… menu, and clicking Create a new company:
To subscribe the company as a corporate trustee company, make sure to set its subscription type as ‘Corp Trustee’ when setting up the company profile:
3. Bulk importing corporate trustee companies
If you have large number of companies you want to set up, but don’t want to spend the time importing or creating them one by one, just email Connectworks and we’ll arrange a bulk import.