Create new trust

POST {{baseUrl}}/cas/trusts

  • This service will create a new trust. A trust is a fiduciary relationship in which one person (the trustee) holds assets for the benefit of another (the beneficiary).
  • In order to insert a Trust a Valid Contact with contact type Other Entity must be created first via Create Contact

Request Body

KeyDatatypeMandatoryConstraints
ABNStringNoMust be a valid ABN. Only for Australian Trusts
formedDateStringYesISO 8601 date https://en.wikipedia.org/wiki/ISO_8601
idStringYesTrust Id
jurisdictionStringYesThe Jurisdiction the Trust was formed in. ISO 3166 country code/name https://en.wikipedia.org/wiki/ISO_3166
meetingAddressIdStringYesexisting Address Id
trustNameIdStringYesexisting Contact Id
trusteeAppointedDateStringNoISO 8601 date https://en.wikipedia.org/wiki/ISO_8601. Cannot be before the formedDate of the trrust
trusteeContactIdStringYes*Must be an existing Contact Id. See note below.
trusteeCompanyIdStringYes*Must be an existing Company Id. See note below.
typeObjectYessee table below

Note for trusteeContactId and trusteeCompanyId * Only one of 'trusteeContactId' or 'trusteeCompanyId' is required
* If you're adding a Trust which has a Corporate Trustee and the Company is managed using CAS 360 (on Companies List), 'trusteeCompanyId' should have a valid Company Id and 'trusteeContactId' should be null. * If the Trust has Individual Trustees or the Corporate Trustee is not a company on the CAS360 Company list (this can be a Company or a individual FYI) then you will need to create a contact on the contact list first and then attach the 'trusteeContactId'.

JurisdictionSupported types
Australia & All other JurisdicstionsUNIT, DISCRETIONARY, HYBRID, BARE
New ZealandFAMILY, ESTATE ,CHARITABLE, INVESTMENT, TRADING, FARMING, UNIT, OTHER

HEADERS

KeyDatatypeRequiredDescription
Authorizationstring
Content-Typestring

RESPONSES

status: OK

{"formedDate":"2013-07-02","id":20320,"jurisdiction":"Australia","meetingAddressId":929212,"trustNameId":1062014,"trusteeAppointedDate":"2013-07-02","trusteeContactId":963075,"type":"UNIT"}