Confirming your authority to update the register

You must be authorised to manage a charitable trust board's information on the register

Before you can update details or register documents for a trust board using our online services, you need to confirm that you have the authority to do so.

This security measure protects the information we hold on the register for your trust board.

We may have automatically confirmed your authority

If you register a new charitable trust board using your online account, your authority is confirmed automatically for that trust board.

How to check if you already have authority

When you log into the register your trust board will appear in your list of ‘Authorities’. If your charitable trust board is not listed, you will need to confirm your authority with us.

Log in to the Charitable Trusts Register

How to confirm your authority with us

  1. Complete a letter of authorisation (template below), and
  2. Upload it online.

1. Completing a letter of authorisation

The letter of authorisation should confirm the following:

  • the name and NZBN of the charitable trust board
  • your name and contact details
  • that you have authority to act on behalf of the trust board.

The following letter template sets out the information you must provide.

2. Uploading the letter using our online filing service

File formats for uploading documents

Any documents you upload must be:

  • clear and easily read
  • saved in PDF format, and
  • no larger than 20MB.

Follow these steps

  1. Log in.
  2. Select Charitable Trust Boards from the main menu.
  3. Search for your trust board.
  4. Select ‘Create Filing Service’.
  5. Choose ‘Request for Authority’ (for the type of service).
  6. Upload your completed letter of authorisation.
  7. Submit your change.

3. We will need to review your request

It may take us up to 3 business days to process your request and additional evidence may be required.

Confirm your authority with us

Authority for organisation accounts

Once your organisation has confirmed their authority to update a trust board's details on the register, every authorised user added to the organisation's account automatically has the same authority.

When you remove users from your organisation account, any authority they held because of their connection to the organisation is also removed.