I have asked a trustee client to begin the TRS digital handshake process to authorise me to access the trust register as an agent. The client is also a trustee for a trust that is looked after by another firm (Firm X). The client tells me that Firm X has advised that if trustees don’t want to get tangled up in the digital process, a letter of authority from the trustees will be sufficient to allow Firm X to complete the process on the trustees’ behalf. I was not aware that this was possible - is it accepted practice?
Phillips Lewis Smith