CASS Director - Trust Acknowledgment Letters

Transcription

CASS Director - Trust Acknowledgment Letters
CASS Director - Trust Acknowledgment Letters
Trust acknowledgement letters management
and electronic signing solution
Features & Benefits
Organise your client money venues and
accounts in one place to ensure accurate,
timely record-keeping
Manage your new bank account opening
process and respond to the need for new trust
letters in seconds
Automatically generate trust letters in the
FCA required template to minimise the
administrative workload
Reissue trust letters when institution or
account details are updated so your letters
are always current
Electronically sign trust letters for instant
secure responses without scanning or waiting
for post
Print your trust letters from CASS Director to
organise responses from firms who prefer to
sign a hard copy
Receive automatic reminders to ensure
responses and countersigned letters are
received in a timely fashion
Produce data for CMAR and other reports
and maintain a secure original trust letter
repository
CASS Director - Trust Acknowledgment Letters
Manage Accounts
Update Letters
Organise Signatures
Contact
As you know, the FCA require that your firm
It is now essential to have trust letters in
How are you able to maintain an up-to-date
Contact Strategic Software Applications
keeps up-to-date trust letters for all of your
place before using these accounts, since
set of trust letters and keep track of what has
(SSA) for more information:
client asset accounts. These should be in an
the withdrawal of the previous 20-day grace
been signed in an efficient, easy-to-manage
Email: [email protected]
approved templated format and form part of
period. Any changes that you make to your
way? Let us introduce the SSA CASS Trust
Phone: +44 (0) 800 408 3845
your CASS Resolution Pack.
client accounts must be immediately reflected
Letters plugin – sophisticated online trust
in an updated, signed letter.
letter management as part of SSA CASS
Director.
Your life is about to get easier.