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Hopefully this makes sense,
Can we please confirm when creating a party organisation that we represent, when selecting yes for the party is acting as trustee, do we need to list all of the beneficiaries?
It may not be a simple answer here and may contain a paragraph of words. Also. if there may just be a generic reference such as "Family of XYZ" which encompasses multiple people.
Do we need to list all beneficiaries by name or just input that sentence as we know it?
Go to Solution.
In PEXA the beneficiary field is optional and allows for up to 180 characters.
You would list the beneficiaries in the same way you would list them in the Trust Notice of Acquisition.
Hopefully this helps and answers your question.
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