Switching to Class Trust

You'll find that making the move to Class is easy.

Dedicated consultant

Moving to Class Trust is easy; our team will help do the heavy lifting for you. We’ll provide you with a dedicated Implementation Consultant to get you started, and an in-house transitions team to help you quickly migrate large volumes of entities from your existing system. What’s more, you’ll get a tailored implementation program and access to on-demand modules and support.

 

Streamlined Transitions

Our streamlined Transitions Management System (TMS) means getting your trusts investments, accounts and trust portfolio onto Class is quick, painless and secure.

The Class in-house transitions team can manage the entire transitions process for you. In most cases, we can load the funds data based on report extracts from your existing software provider. Please refer to your agreement with Class.

Simply log into the Class Transitions Management System to securely send us your data and reports.

While you’re there, you can also access the TMS Help Guide for instructions on using the TMS, and review the relevant checklist for your source data system to ensure you send us the correct information. for your source data system to ensure you send us the correct information.

On-Demand Training and Support

Access on-demand learning and support via phone, email and The Help Centre via Zendesk.