Sky Software
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Sky Trusts Beneficiary Tab

To appoint a beneficiary work on the beneficiary tab and select the new button  and the following screen with the drop down and a list of the potential beneficiaries will display. Navigate to the beneficiary you want and by clicking on it the beneficiary will be added to the grid.
 
 
Select the Beneficiary you want and click the green tick and the Beneficiaries will display.
 
To edit an existing transaction click on the edit icon  and you will be able to change your selection or abort the addition.
 
19 April 2023