Adding Attorneys

Learn how to add and manage individuals or entities authorised to act on behalf of the applicant in Trustform.

Adding a Power of Attorney

To add a Power of Attorney, follow these steps:

1

Open the applicant’s profile

Go to the Attorney tab: Click Attorney → Add Attorney.

2

Select the attorney or create a new one

If the entity is already in the system, select Existing entity to pull the profile (no need to re-enter data).

If it’s new, choose Individual or Corporate.

3

Fill in the required details and save

• Provide basic information (such as name and address), upload relevant documents, and perform KYC/AML checks if required.

• Fields marked with a red asterisk are mandatory. These must be completed before the client onboarding and verification process can proceed.

• You may press Save Form at any point to save the information. The system retains the data even if the form is not yet fully completed.

Remove a Power of Attorney

You can remove an attorney at any time. To do this, click the three dots next to the relationship entry, select Remove connection and confirm.

The relationship will be disconnected from the account but not deleted from the system.