PTE Trust Account template

This template is based on the SEA 3100 Compliance standard specifically for the Audit of PTE Trust Accounts in terms of NZQA Student Fee Protection Rules 2013 made under section 253 of the Education Act 1989.

This has specific checklists for the different kinds of Trust Deeds: NZQA Standard Trust DeedNZQA Static Trust Deed and NZQA Bank Bond Trust Deed. Tests are designed around compliance with the rules and the requirements of the Deeds. There are also internal controls checklists that address the specific requirements of the rules. 

To access go to the "Compliance" tab and create a job as follows:

 

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