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Trustees hold each employer’s trust money; fund managers invest it. Because they handle employees’ benefits, each must be verified by you before the administrator can appoint it to a trust.
Where: Trustee Verification or Fund Manager Verification in the menu. The two work the same way.
They come in two categories:
  • Official platform — the national provider that employers on the official platform service model use. Only one official trustee and one official fund manager can be verified at a time.
  • Independent — a provider an employer appoints for its own trust.

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Open a case

Select Trustee Verification or Fund Manager Verification. The Trustee registrations (or Fund manager registrations) list shows official platform and independent registrations, pending and decided, with each one’s legal name, reference, category and verification status.
Two trustee registrations, one independent and one official platform, with Open trustee case marked 1

Trustee verification queue

Select Open trustee case (1) or Open fund manager case.

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Review the case

National EOSB Trustee Limited case with Organisation, Evidence and Decision marked 1 to 3

A trustee case

  1. Organisation — registration and tax numbers, contact details, and the accreditation number and period.
  2. Evidence — certificate of registration, tax evidence and accreditation evidence, each with its virus-scan result. Select Open to view a file.
  3. Decision — your comments, Approve, and Reject and request information.
Check that the accreditation period covers today’s date before you approve.

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Approve

Add a comment (optional) and select Approve trustee or Approve fund manager. A message confirms, for example Trustee registration marked verified. The status changes to Verified, and the provider can be appointed to employer trusts. Approving also creates the provider’s login — its username is the reference number in lower case — and emails the contact person a link to set their password.
National EOSB Trustee Limited marked Verified

Trustee approved

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Reject and request information

Write what is wrong and what the provider must send, then select Reject and request information. Comments are required.
Officer comments marked 1 with the error Comments are required when rejecting registration

Comments are required to reject

Atlantic Asset Management SL marked Rejected

Fund manager rejected

The list then shows each registration’s outcome.
Atlantic Asset Management SL Rejected and National EOSB Fund Manager Limited Verified

Fund manager list after both decisions

A decision is final. On a decided case the Decision panel shows the outcome, who decided, when, and the comments, instead of the decision buttons.

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What happens next

A verified provider appears in the administrator’s list of providers that can be appointed to an employer’s trust. The provider’s contact is emailed the outcome either way. Next: monthly accruals.