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
| Key | Datatype | Mandatory | Constraints |
|---|---|---|---|
| ABN | String | No | Must be a valid ABN. Only for Australian Trusts |
| formedDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |
| id | String | Yes | Trust Id |
| jurisdiction | String | Yes | The Jurisdiction the Trust was formed in. ISO 3166 country code/name https://en.wikipedia.org/wiki/ISO_3166 |
| meetingAddressId | String | Yes | existing Address Id |
| trustNameId | String | Yes | existing Contact Id |
| trusteeAppointedDate | String | No | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601. Cannot be before the formedDate of the trrust |
| trusteeContactId | String | Yes* | Must be an existing Contact Id. See note below. |
| trusteeCompanyId | String | Yes* | Must be an existing Company Id. See note below. |
| type | Object | Yes | see 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'.
| Jurisdiction | Supported types |
|---|---|
| Australia & All other Jurisdicstions | UNIT, DISCRETIONARY, HYBRID, BARE |
| New Zealand | FAMILY, ESTATE ,CHARITABLE, INVESTMENT, TRADING, FARMING, UNIT, OTHER |
HEADERS
| Key | Datatype | Required | Description |
|---|---|---|---|
Authorization | string | ||
Content-Type | string |
RESPONSES
status: OK
{"formedDate":"2013-07-02","id":20320,"jurisdiction":"Australia","meetingAddressId":929212,"trustNameId":1062014,"trusteeAppointedDate":"2013-07-02","trusteeContactId":963075,"type":"UNIT"}