Complete client files, without the chasing
Trustform helps corporate service providers keep every client’s file complete, checked and current, with your team making every call.
For firms that look after other people’s companies.
Running one company?
See the business owner view
Backed by and working with
Problem
Every client is another file to keep complete
Every company you look after gets asked for the same things. Across a whole book, keeping each file complete is most of the work.
Chasing clients for documents
Papers arrive by email in every format and get typed in again. No two client files look alike.
No single view of a client
What is known, what is missing and what happened last sit in different places. Every review starts with a search.
Renewals pile up
Documents expire and reviews fall due across every company you administer. Someone tracks them by hand.
Who it’s for
Built for firms that look after other people’s companies
If you hold a file for every client company, this is for you.
Administer every client’s company from one place
You form, run and maintain companies and trusts for clients, so you hold a file for each one. Keep every file complete, current and checked.
Accountants
Lawyers who manage companies or trusts
Management companies and trust and company service providers
Family offices
Property and tax consultants
Structurers and formation agents
See the Compliance Platform
Banks and other regulated firms have their own page
If you are a bank or a financial firm registered with an authority and you verify your own business clients, start here instead.
See regulated service providers
Benefits
Complete client files, with every decision made by your team
Trustform prepares the structure and the records, and your compliance team makes the decision.
Every client visible
Ready, expiring or missing across every entity you administer.
Complete files
Clients who onboard through Trustform send a structured file, not email attachments.
Your decisions
Trustform proposes who looks significant in a structure. Your team makes every determination.
On record
Every action is logged against the client. Trustform keeps records. It does not advise or file.
Common questions
A firm that forms, administers or maintains companies and trusts for clients: accountants and lawyers who manage companies, management companies, trust and company service providers, family offices, property and tax consultants, structurers and formation agents. Banks and other registered financial firms verifying their own clients have their own page.
Clients who onboard through Trustform arrive with a complete, structured file. How best to bring in the clients you already hold depends on your book, so we go through it on a call.
Clients keep their own wallet, and the client relationship stays with the business. We can talk through branding on a call.
Pricing depends on the size of your book, so we go through it on a call.
New EU anti-money-laundering rules, Regulation (EU) 2024/1624, apply from 10 July 2027, and lawyers and accountants are already obliged entities. Trustform does not give legal advice, so check what applies to your firm.
On the Trust Centre, with system status on its own status page.
Be ready for the next request
Paperwork is part of running a company, but waiting for it does not have to be.