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Auckland CBDSunshine Metro 09 488 2764 Email: [email protected]
Auckland West and South, Waikato,Taranaki, Taupo, & Hawkes BayTrish Glover 09 213 2314 Email: [email protected]
Auckland North, East & SE, Northland, Tauranga, Rotorua, GisborneBen Haarmann 09 213 2311 Email: [email protected]
Wellington, Manawatu, Nelson/MarlboroughSarah Innes 04 979 8976 Email: [email protected]
South Island excl Nelson/MarlboroughWendy Lawson 03 421 7929 Email: [email protected]
National Major AccountsGrant Cartwright 03425 9328 Email: [email protected]
Wolters Kluwer CCHPO Box 2378 Shortland Street, Auckland 1140
Level 5,129 Hurstmere RoadTakapuna, Auckland 0622Email: [email protected] Web: www.wolterskluwer.co.nz
With CCH iTrust you have easy access to thelargest collection of precedents, minutes,and documents available in New Zealand.
Contact the team today formore information or a demonstration.
Book A Demo Onlinewolterskluwer.co.nz
What CCH iTrust CoversThe CCH iTrust software makes the collection and management of trust data easy and is fully customisable to suit your practice and clients’ needs ...
Request a demo today!
“You’ve done something none of the other providers seem to have been able to do or get right which is make the interface simple, clear, and by the looks of things easy to use”
NZ’s most established trust management software.End to end trust management has never been easier
Gifting accounts can be set up for each person who has made advances to a trust
A register of each person associated with the trust and their roles and responsibilities
Accurate and safe document and data management, accessible from anywhere
Reports can be quickly generated and trust summaries are easily created
Customised reports can easily be set up to capture and view user-specific data
Linked to Outlook calendar for an easy overview of recurring and outstanding tasks
Production of legal documents, customised precedents and templates � Superior content - comes complete with the most comprehensive content. The largest number of practical trustdocuments, templates and resources in New Zealand
� Current content – iTrust content is maintained by a leading NZ trust specialist Pravir Tesiram and other experttrust practitioners. Legislative changes and case precedents are monitored constantly, to ensure timely and wellconsidered amendments to deeds and documents
� Use your own precedent templates - if your firm already has a collection of precedents and documents built upover years that you would like to continue using, simply and easily set them up in iTrust to merge with your trustdata
� Add completed documents - pre-existing completed precedents and documents can be attached to the relevanttrust
� Updated with legislation changes - master documents are quickly updated reflect legislation changes and usersalerted
Client Portal - easy to set up online portal for Trustees to access trust documents
“The iTrust client portal will be useful to us s it will help us to be proactive with clients rather than reactive. Also a good way to monitor whether clients are getting value out of our online systems and when it’s linked to our website it will further promote our other services.”Jenny Yarndley, Gener8 Solutions
History15 year history – tried, tested and proven system.
PopularityNZ’s most widely-used trust management system(more NZ trust practitioners are using this systemthan any other, and have done for years).
Superior ContentThe most comprehensive content – largest numberof practical trust management documents,templates and resources in New Zealand.
The most current content – iTrust content ismaintained by a leading NZ trust specialist PravirTesiram and other expert trust practitioners.Legislative changes and case precedents aremonitored constantly, to ensure timely andwell-considered amendments to deeds anddocuments.
User-DrivenDeveloped (and will continue to be developed) inclose collaboration with users – including full-timetrust practitioners.
Why chooseCCH iTrust
Why choose trust management software
Request a demo today!
“The deeds and documentsthat underpin CCH iTrust
are second to none. You canbe sure that any guide or
template is the most currentand comprehensive the
industry can offer.”
Enjoy all the benefits of cloud basedcomputing with Dimension Data, a reliableNew Zealand-based ICT infrastructuresupplier in business for more than 35 years.A trusted service integrator, enabling fast ITfor their clients as they transform into digitalbusinesses.
Secure CloudwareFully scalable – whetheryou’re managing 5 trustsor 500.
Developed in closecollaboration by users,for users.
� Significantly minimises risk associated with trust management and compliance
� Improves productivity � Saves time and money � All the benefits of the Cloud, securely based in New Zealand � Remote access, anywhere, anytime on any device � Every document and record related to your trust in one place
For more than 15 years, CCH Trust services have been recognised as the most widely-used trust management system in New Zealand. It includes the most comprehensive, most up-to-date inventory of trust management deeds and documents, managed by leading trust practitioners.
These documents have been reviewed, managed and maintained over the years by New Zealand’s leading trust specialists, which means you can be sure that any guide or template is the most current and comprehensive the industry has to offer.
Now even better, in the cloud, you can have complete trust management at your fingertips. End-to-end trust management has never been easier.
When qualityis important
CCH iTrust is a cloud-based software package designed to streamline the creation and administration of trusts. It has been created, and is constantly updated, in collaboration with users to enhance the service you provide to your clients, and to improve the overall profitability of your practice.
History15 year history – tried, tested and proven system.
PopularityNZ’s most widely-used trust management system(more NZ trust practitioners are using this systemthan any other, and have done for years).
Superior ContentThe most comprehensive content – largest numberof practical trust management documents,templates and resources in New Zealand.
The most current content – iTrust content ismaintained by a leading NZ trust specialist PravirTesiram and other expert trust practitioners.Legislative changes and case precedents aremonitored constantly, to ensure timely andwell-considered amendments to deeds anddocuments.
User-DrivenDeveloped (and will continue to be developed) inclose collaboration with users – including full-timetrust practitioners.
Why chooseCCH iTrust
Why choose trust management software
Request a demo today!
“The deeds and documentsthat underpin CCH iTrust
are second to none. You canbe sure that any guide or
template is the most currentand comprehensive the
industry can offer.”
Enjoy all the benefits of cloud basedcomputing with Dimension Data, a reliableNew Zealand-based ICT infrastructuresupplier in business for more than 35 years.A trusted service integrator, enabling fast ITfor their clients as they transform into digitalbusinesses.
Secure CloudwareFully scalable – whetheryou’re managing 5 trustsor 500.
Developed in closecollaboration by users,for users.
� Significantly minimises risk associated with trust management and compliance
� Improves productivity � Saves time and money � All the benefits of the Cloud, securely based in New Zealand � Remote access, anywhere, anytime on any device � Every document and record related to your trust in one place
For more than 15 years, CCH Trust services have been recognised as the most widely-used trust management system in New Zealand. It includes the most comprehensive, most up-to-date inventory of trust management deeds and documents, managed by leading trust practitioners.
These documents have been reviewed, managed and maintained over the years by New Zealand’s leading trust specialists, which means you can be sure that any guide or template is the most current and comprehensive the industry has to offer.
Now even better, in the cloud, you can have complete trust management at your fingertips. End-to-end trust management has never been easier.
When qualityis important
CCH iTrust is a cloud-based software package designed to streamline the creation and administration of trusts. It has been created, and is constantly updated, in collaboration with users to enhance the service you provide to your clients, and to improve the overall profitability of your practice.
History15 year history – tried, tested and proven system.
PopularityNZ’s most widely-used trust management system(more NZ trust practitioners are using this systemthan any other, and have done for years).
Superior ContentThe most comprehensive content – largest numberof practical trust management documents,templates and resources in New Zealand.
The most current content – iTrust content ismaintained by a leading NZ trust specialist PravirTesiram and other expert trust practitioners.Legislative changes and case precedents aremonitored constantly, to ensure timely andwell-considered amendments to deeds anddocuments.
User-DrivenDeveloped (and will continue to be developed) inclose collaboration with users – including full-timetrust practitioners.
Why chooseCCH iTrust
Why choose trust management software
Request a demo today!
“The deeds and documentsthat underpin CCH iTrust
are second to none. You canbe sure that any guide or
template is the most currentand comprehensive the
industry can offer.”
Enjoy all the benefits of cloud basedcomputing with Dimension Data, a reliableNew Zealand-based ICT infrastructuresupplier in business for more than 35 years.A trusted service integrator, enabling fast ITfor their clients as they transform into digitalbusinesses.
Secure CloudwareFully scalable – whetheryou’re managing 5 trustsor 500.
Developed in closecollaboration by users,for users.
� Significantly minimises risk associated with trust management and compliance
� Improves productivity � Saves time and money � All the benefits of the Cloud, securely based in New Zealand � Remote access, anywhere, anytime on any device � Every document and record related to your trust in one place
For more than 15 years, CCH Trust services have been recognised as the most widely-used trust management system in New Zealand. It includes the most comprehensive, most up-to-date inventory of trust management deeds and documents, managed by leading trust practitioners.
These documents have been reviewed, managed and maintained over the years by New Zealand’s leading trust specialists, which means you can be sure that any guide or template is the most current and comprehensive the industry has to offer.
Now even better, in the cloud, you can have complete trust management at your fingertips. End-to-end trust management has never been easier.
When qualityis important
CCH iTrust is a cloud-based software package designed to streamline the creation and administration of trusts. It has been created, and is constantly updated, in collaboration with users to enhance the service you provide to your clients, and to improve the overall profitability of your practice.
Auckland CBDSunshine Metro 09 488 2764 Email: [email protected]
Auckland West and South, Waikato,Taranaki, Taupo, & Hawkes BayTrish Glover 09 213 2314 Email: [email protected]
Auckland North, East & SE, Northland, Tauranga, Rotorua, GisborneBen Haarmann 09 213 2311 Email: [email protected]
Wellington, Manawatu, Nelson/MarlboroughSarah Innes 04 979 8976 Email: [email protected]
South Island excl Nelson/MarlboroughWendy Lawson 03 421 7929 Email: [email protected]
National Major AccountsGrant Cartwright 03425 9328 Email: [email protected]
Wolters Kluwer CCHPO Box 2378 Shortland Street, Auckland 1140
Level 5,129 Hurstmere RoadTakapuna, Auckland 0622Email: [email protected] Web: www.wolterskluwer.co.nz
With CCH iTrust you have easy access to thelargest collection of precedents, minutes,and documents available in New Zealand.
Contact the team today formore information or a demonstration.
Book A Demo Onlinewolterskluwer.co.nz
What CCH iTrust CoversThe CCH iTrust software makes the collection and management of trust data easy and is fully customisable to suit your practice and clients’ needs ...
Request a demo today!
“You’ve done something none of the other providers seem to have been able to do or get right which is make the interface simple, clear, and by the looks of things easy to use”
NZ’s most established trust management software.End to end trust management has never been easier
Gifting accounts can be set up for each person who has made advances to a trust
A register of each person associated with the trust and their roles and responsibilities
Accurate and safe document and data management, accessible from anywhere
Reports can be quickly generated and trust summaries are easily created
Customised reports can easily be set up to capture and view user-specific data
Linked to Outlook calendar for an easy overview of recurring and outstanding tasks
Production of legal documents, customised precedents and templates � Superior content - comes complete with the most comprehensive content. The largest number of practical trustdocuments, templates and resources in New Zealand
� Current content – iTrust content is maintained by a leading NZ trust specialist Pravir Tesiram and other experttrust practitioners. Legislative changes and case precedents are monitored constantly, to ensure timely and wellconsidered amendments to deeds and documents
� Use your own precedent templates - if your firm already has a collection of precedents and documents built upover years that you would like to continue using, simply and easily set them up in iTrust to merge with your trustdata
� Add completed documents - pre-existing completed precedents and documents can be attached to the relevanttrust
� Updated with legislation changes - master documents are quickly updated reflect legislation changes and usersalerted
Client Portal - easy to set up online portal for Trustees to access trust documents
“The iTrust client portal will be useful to us s it will help us to be proactive with clients rather than reactive. Also a good way to monitor whether clients are getting value out of our online systems and when it’s linked to our website it will further promote our other services.”Jenny Yarndley, Gener8 Solutions
Auckland CBDSunshine Metro 09 488 2764 Email: [email protected]
Auckland West and South, Waikato,Taranaki, Taupo, & Hawkes BayTrish Glover 09 213 2314 Email: [email protected]
Auckland North, East & SE, Northland, Tauranga, Rotorua, GisborneBen Haarmann 09 213 2311 Email: [email protected]
Wellington, Manawatu, Nelson/MarlboroughSarah Innes 04 979 8976 Email: [email protected]
South Island excl Nelson/MarlboroughWendy Lawson 03 421 7929 Email: [email protected]
National Major AccountsGrant Cartwright 03425 9328 Email: [email protected]
Wolters Kluwer CCHPO Box 2378 Shortland Street, Auckland 1140
Level 5,129 Hurstmere RoadTakapuna, Auckland 0622Email: [email protected] Web: www.wolterskluwer.co.nz
With CCH iTrust you have easy access to thelargest collection of precedents, minutes,and documents available in New Zealand.
Contact the team today formore information or a demonstration.
Book A Demo Onlinewolterskluwer.co.nz
What CCH iTrust CoversThe CCH iTrust software makes the collection and management of trust data easy and is fully customisable to suit your practice and clients’ needs ...
Request a demo today!
“You’ve done something none of the other providers seem to have been able to do or get right which is make the interface simple, clear, and by the looks of things easy to use”
NZ’s most established trust management software.End to end trust management has never been easier
Gifting accounts can be set up for each person who has made advances to a trust
A register of each person associated with the trust and their roles and responsibilities
Accurate and safe document and data management, accessible from anywhere
Reports can be quickly generated and trust summaries are easily created
Customised reports can easily be set up to capture and view user-specific data
Linked to Outlook calendar for an easy overview of recurring and outstanding tasks
Production of legal documents, customised precedents and templates � Superior content - comes complete with the most comprehensive content. The largest number of practical trustdocuments, templates and resources in New Zealand
� Current content – iTrust content is maintained by a leading NZ trust specialist Pravir Tesiram and other experttrust practitioners. Legislative changes and case precedents are monitored constantly, to ensure timely and wellconsidered amendments to deeds and documents
� Use your own precedent templates - if your firm already has a collection of precedents and documents built upover years that you would like to continue using, simply and easily set them up in iTrust to merge with your trustdata
� Add completed documents - pre-existing completed precedents and documents can be attached to the relevanttrust
� Updated with legislation changes - master documents are quickly updated reflect legislation changes and usersalerted
Client Portal - easy to set up online portal for Trustees to access trust documents
“The iTrust client portal will be useful to us s it will help us to be proactive with clients rather than reactive. Also a good way to monitor whether clients are getting value out of our online systems and when it’s linked to our website it will further promote our other services.”Jenny Yarndley, Gener8 Solutions