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UAT environment will be refreshed by the latest production state on Sunday 12th January. Please back up the work you have in oss-uat before 12th January.

Trust accounts

Types of trust accounts

Understand how to create a new trust account including legislation requirements.

Role of the trustee on accountant trust accounts

Information for trustees on how to comply with opening, amending and closing a trust account.

Role of the auditor on accountant trust accounts

Information for auditors appointed to a trust account, including audit report guidelines.