How to Run a Trust Search

What a Trust Search is for #

A Trust Search helps you retrieve trust-related information using the search type and criteria available in the platform.

How to run it #

1. Open the Trust search section.
2. Choose the search type shown, such as trustee ID number or trust number and trust name.
3. Complete the required details for the selected route.
4. Add your internal reference.
5. Submit the search.

Helpful advice #

• Use the most reliable identifier available
• Check spelling and numbering carefully
• Use a meaningful reference so the search can be found again later

Need help? Email support@kto.co.za or support@j-cred.co.za, or call +27 10 224 0589 during 9AM to 5PM CAT.