CCH Entities: Company & Trust Management Software

The Company Manager Module is designed to cover the key activities in a New Zealand company's life, from incorporation, adopting a constitution, transfer and issuance of shares, annual general meetings through to liquidation and removal from register.

• NZCO Connector & AR Connector - Company information is directly imported from NZ Companies Office including Company details, shareholder/holding details, annual return date, and directors details. File the AR and update director’s details directly to NZ Companies Office.
• Shares - Transfer and issue shares and create all associated documentation.
• Documents - Create documents from a selection of more than 300 templates, including procedures and online letters, minutes, resolutions, certificates, reports, share register, directors register, company constitution and AGM documents. The document suite has a full range of topic headings and each contains the necessary forms, detailed practical guidance covering all the key events in a company’s life cycle.
• Procedural Workflows - For expert practical guidance, use one of our 60+ procedural workflows, covering all the key events in a company’s lifecycle.
• Manage information - Assign responsibility for annual returns, record directors nationality, place of residence, place and date of birth and director’s interests.
• Registers - Create and maintain registers including Register of Directors, Register of Directors Interests and Share Register.

Wolters Kluwer has been providing content and software for trusts for over 20 years. In that time, we've developed a deep understanding of the challenges faced by law firms and professionals who manage trusts. We know what works (and what doesn't), so we built the CCH Entities Trust Manager with those insights in mind.

Expert content - Trust Manager comes complete with a comprehensive collection of practical trust documents, templates and other resources developed by leading trust specialists, and if your firm already has a collection of precedents and documents that you would like to continue using, they can be easily set up in Trust Manager to merge with your trust data.

People Register - A register of each person associated with a trust and their roles and responsibilities.

Trust Summary Report - provides everything you need to discuss with clients at annual review meetings

Documents - Trust Manager has a comprehensive collection of over 130 practical trust documents, templates, precedents and workflows. Legislative changes and case precedents are monitored to ensure timely and well-considered amendments to deeds and documents. You can also add your own documents - pre-existing completed precedents and documents can also be attached to the relevant trust.

Procedural Workflows - For expert practical guidance, use one of our 50+ procedural workflows, covering all the key events in a trust’s life cycle.

Assets - Record all the trust assets, liabilities and loans between parties.

Gifting Accounts - Gifting accounts can be set up for each person who has made advances to a trust.