Create Trust Deed Details and Document
POST {{baseUrl}}/sf/funds/:fundId/trustDeeds/
This endpoint allows you to create a trust deed.
There are two steps:
1 - Use the POST Upload Document endpoint to upload the Trust Deed. Retain the document key from the response.
2 - Use this POST Create Trust Deed Details and Document endpoint to update and mark that document as a trust deed with relevant details.
Note - if the document has previously been uploaded, then use the GET Entity Documents List endpoint to find the relevant doc key.
API Scopes
The following API scopes can access this resouce
- audit
- smsf_partner
- bgl_partner
Request Body
| Field | Mandatory | Data Type | Comments |
|---|---|---|---|
| deedType | Yes | String (enum) | Initialor Variation |
| docKey | Yes | String | When uploading a new document, obtain this value from the POST Upload Document endpoint response. If using an existing document, use the GET Entity Documents List endpoint to find the relevant doc key |
| deedDate | Yes | Date | 2023-06-30T00:00:00.000+0000 |
| description | No | String | |
| deedSource | No | String | |
| clauseNumber | No | String |
Request Body
{"deedType"=>"Initial", "docKey"=>"sf360$5919$8a8bda418cf15e32018cf1860ab2001a$81b5e03b-2069-4cd3-8490-33897cb0ffa9", "deedDate"=>"2023-06-30T00:00:00.000+0000", "description"=>"Trust Deed", "deedSource"=>nil, "clauseNumber"=>nil}
HEADERS
| Key | Datatype | Required | Description |
|---|---|---|---|
Authorization | string |
RESPONSES
status: Created
{"accountId":5919,"clauseNumber":null,"createdDate":"2024-02-19T05:33:57.000+0000","deedDate":"2023-06-30T00:00:00.000+0000","deedSource":null,"deedType":"Initial","description":"Trust Deed","docKey":"sf360$5919$8a8bda418cf15e32018cf1860ab2001a$81b5e03b-2069-4cd3-8490-33897cb0ffa9","fileName":"TrustDeed4.pdf","fundId":"8a8bda418cf15e32018cf1860ab2001a","id":12501}