Platform Training Videos

Completing your Protector Document Pack

Eventum Optimum also provide aid in the completion of Protector Document Packs. This includes assistance in the completion of trust deed stamping and registration of mortgages (if applicable). Once a user has completed a Protector document, the “Next Steps” are available in the completion pop-up that appears after assembly. Completion of a Protector may include a mortgage or PPSR registration, which will take a user to the Eventum Optimum Mortgage & PPSR forms. To know more, visit this link - Mortgage and PPSR Registrations 

There are 2 ways to proceed with the next steps on Protector document:

  1. Once you have assembled your document, you can choose Protector Next Steps from the pop-up.
  2. Or you can access the form from the Action Button of the document that you want to be processed for Protector Next Steps.

 

Please be advised this is general information only, and is not to be taken as legal advice. If you would like more information, or have a legal query, please contact LYD Support directly.
Last Reviewed: 28/02/2025