CASS Director - Trust Acknowledgment Letters Trust acknowledgement letters management and electronic signing solution Features & Benefits Organise your client money venues and accounts in one place to ensure accurate, timely record-keeping Manage your new bank account opening process and respond to the need for new trust letters in seconds Automatically generate trust letters in the FCA required template to minimise the administrative workload Reissue trust letters when institution or account details are updated so your letters are always current Electronically sign trust letters for instant secure responses without scanning or waiting for post Print your trust letters from CASS Director to organise responses from firms who prefer to sign a hard copy Receive automatic reminders to ensure responses and countersigned letters are received in a timely fashion Produce data for CMAR and other reports and maintain a secure original trust letter repository CASS Director - Trust Acknowledgment Letters Manage Accounts Update Letters Organise Signatures Contact As you know, the FCA require that your firm It is now essential to have trust letters in How are you able to maintain an up-to-date Contact Strategic Software Applications keeps up-to-date trust letters for all of your place before using these accounts, since set of trust letters and keep track of what has (SSA) for more information: client asset accounts. These should be in an the withdrawal of the previous 20-day grace been signed in an efficient, easy-to-manage Email: [email protected] approved templated format and form part of period. Any changes that you make to your way? Let us introduce the SSA CASS Trust Phone: +44 (0) 800 408 3845 your CASS Resolution Pack. client accounts must be immediately reflected Letters plugin – sophisticated online trust in an updated, signed letter. letter management as part of SSA CASS Director. Your life is about to get easier.