Confirmation.com - Guide Escrow/Trust Account

Kindly note that our support team will be on training every Tuesday morning until 9am(SAST). Please access our knowledge base for further assistance

Windows 11 update might cause script errors in Caseware. Click the Link to get the hotfix

FAQ

Guide Escrow/Trust Account

Published:  17/10/2023

The Escrow/Trust Account form provides information on balances, interest and any collateral,securities or facilities that may be attached to trust accounts for a specified year end date.
 

 

 


  Instructions:

Auditor Setup of the Escrow/Trust Account form

The following image provides a detailed description on what is required for the different fields.

2023-05-26 10_53_52-32 How To Confirmations Escrow_Trust Account Form New.png

Completed Escrow/Trust Account form

The below image describes what the Escrow/Trust Account form will look like once the bank has completed the form. The image also highlights where the auditor needs to focus on to obtain the information they require to complete their audit.

Escrow_Trust Account Form2.png


Banks that accept Escrow/Trust Account form: 

  • Investec 
  • Nedbank
 
Rate this article: 
  (Popularity = 1/100, Rating = 0.0/5)

   Related Articles

How to set up a form for responders in South Africa? Investec Bank​ - Corporate Cash Manager (CCM) Audit Confirmation Instructions Close a Caseware Cloud account Nedbank Capital South Africa Audit Confirmation Instructions view all...


   Search Results

Guide ZA-Cash Management Form Confirmation Billing Guide (Effective 1 Nov 2024) Guide ZA-Liability Form Easy Add-ons User Guide Guide ZA-Signatories Form view all...



Didn't find what you were looking for?


Watch a video

Check out our helpful video guides

Contact Support

Contact our support team
Copyright © 2024 | All Rights Reserved