Flyers: Owner Updates (PDF), opens in a new tab AGM attendance (PDF), opens in a new tab Owner in a trust we look after? Update Details GDPro clients: sign in
Arise Software

For GDPro trusts and their offices

Owners can now update their details online

Update Details is a page on our website where owners send your trust a new postal address, phone number, email, bank account, IRD number or name, with a photo of their ID. Your office checks the proof, then writes the change into GDPro.

Take part See the owners' page

Sending the form below doesn't commit your trust to anything.

How it works

From the owner's phone to your GDPro

  1. 1

    On the website

    The owner sends it

    On a phone, tablet or computer, with a photo of their ID. No login needed.

  2. 2

    In your inbox

    Your office is told

    An email says an update is waiting, with its reference. It holds no owner's details.

  3. 3

    In GDPro

    GDPro fetches it

    Open Owner updates in GDPro. The details and proof open right there.

  4. 4

    In GDPro

    You tick and save

    Each change sits beside what GDPro has now. Tick what's right and save.

  5. 5

    In their inbox

    The owner hears it's done

    By email, when they gave an email address.

Nothing changes in GDPro until someone in your office saves it.

What owners can send

Six kinds of change

  • Postal addressWhere your trust sends letters and statements. With proof of address, such as a recent bill or letter, if they have one.
  • Phone and email
  • Bank accountWith proof of the account. The form checks the account number's check digits before it can be sent.
  • IRD numberIts check digit is checked too.
  • NameWith a marriage certificate, deed poll or other document. The old name can be kept in GDPro as an alias.
  • Something elseIn the owner's own words. Your office makes that change in GDPro itself.

An owner in several trusts ticks each one, and each trust gets its own request to work. Whānau helping an owner add proof that they can act for them, such as an enduring power of attorney.

Safeguards

What protects your owners

  • Each trust sees only its own updatesGDPro fetches only the updates for the trusts linked to its database, and each GDPro login sees only the updates for the trusts it is ticked for in GDPro. A login on our website sees only the trusts it has been given.
  • Nothing reaches GDPro until your office saves itIf someone changes that owner in GDPro while your office is looking, nothing is written until they check again.
  • Your trust's owners firstWhere several trusts share one GDPro database, Arise links your trust to its own GDPro trust, and GDPro's owner search starts with the owners in it.
  • The old email address is toldWhen an owner's email changes, their old address is told too. That way a real owner hears about an update someone else sent.
  • Proof documents are deleted30 days after every trust has finished the update. The record of what changed is kept.
  • Records stored in Aotearoa New ZealandEmails never carry owners' documents, addresses, bank accounts or IRD numbers.

How owners' information is looked after

Taking part

What Arise sets up for your trust

Update Details writes into GDPro, so it is for trusts whose owner register is in GDPro.

Owners' form

Your trust on the form

Your trust, under the name owners know it by, with a short note such as block names or another name, so owners pick the right trust. Owners find it by name on the owners' page and the form, or go straight to it with your trust's own link.

Your link

Your trust's own link

A link that ticks your trust for the owner, ready for a newsletter, a letter or your website. For example: arisesoftware.co.nz/update-details/?trust=your-trust

GDPro

The link to your GDPro database

Arise makes a key for your GDPro database. It goes in once, in GDPro's Owner updates settings, and from then on GDPro can fetch your trust's updates.

Logins

A login for each person

Updates are saved into GDPro in GDPro itself. Each person who asks owners for more, or closes or declines an update, gets their own login on our website and chooses their own password. A new computer or phone asks for a code emailed to them.

Emails

Where your office is told

The addresses you give us. Arise sends a test email to each one before your trust goes on the form. Each address can have an email for every update, or one summary a day.

Several trusts

Several trusts, one office

An office that runs several trusts lists them all on one form, each with its own addresses if they differ. Each trust gets its own updates, and one login can work any number of trusts. Arise sets them up as one office, so when a trust is added to your office later, your logins see it straight away.

What it costs: ask us at support@arisesoftware.co.nz

Take part

Your trust's details

To take part, fill in this form once for your office, listing every trust. Arise checks each request with the trust, using contact details we already hold, before anything is set up.

Boxes marked * are needed.

About you

For example trust administrator, trustee or office manager.

Our reply comes to this address.

If your office runs several trusts, such as a managing agent. Leave blank if it's the trust itself.

Where your office is told

One per line, up to 5. Usually your office's shared address. These emails say an update has arrived; they hold no owner's details. Used for every trust below unless you give a trust its own.

Your trusts

One for each trust, up to 30.

Trust 1

Leave blank to use the addresses above.

Trust 2

Leave blank to use the addresses above.

Trust 3

Leave blank to use the addresses above.

Trust 4

Leave blank to use the addresses above.

Trust 5

Leave blank to use the addresses above.

Who needs a login on our website (optional)

For asking owners for more, and closing or declining an update. Saving changes into GDPro is done in GDPro and needs no login here, so leave this empty if that is all your office will do. Each person gets their own login once Arise has set up your trust, up to 15 people. Sign-in codes go to their email, so it needs to be the person's own address, not a shared inbox.

Person 1
Person 2
Person 3
Your GDPro
Where is your GDPro database?
Anything else

For example trusts that share one GDPro database, or a good time to set up.

Sending this doesn't commit your trust to anything. We use these details only to set up Update Details for your trust and to contact you about it.

Things to know

Questions trusts ask us

Can we have it on our own website?

Not yet. For now owners use the page on our website. Your trust's own link takes them straight to your trust, so you can put it on your website, in a newsletter or in a letter. We may look into offering it on trusts' own websites in the second half of 2027.

Does it work with our GDPro?

Yes, whether Arise hosts your GDPro or it runs on your own computer or server. GDPro asks our website for updates, so nothing reaches into your GDPro from outside. It needs a GDPro update from October 2026 or later.

Does anything change in GDPro by itself?

No. Nothing is written until someone in your office ticks the changes and saves. GDPro's audit log records who made each change.

What if something doesn't look right?

Don't save it. In GDPro you can finish the update without changing anything, and say why. To ask the owner for more, your office uses the update's page on our website, which can email them.

Do owners need a login?

No. They fill in a short form on a phone, tablet or computer and get a reference number straight away.

Who in our office can use it?

In GDPro, anyone with the Shareholder Editing right, the same right that edits an owner. Each GDPro login sees only the updates for the trusts it is ticked for in GDPro. On our website, the people you list on the form below, each with their own login.

How do owners' documents get into GDPro?

  1. UploadedThe owner adds photos or PDFs with their update. They're kept on our website, never emailed.
  2. FetchedGDPro downloads each one, with your GDPro's own key, when your office views it or saves with it ticked.
  3. CheckedPhotos (JPG, PNG, GIF) and PDFs open inside GDPro, beside the update. No browser needed. An iPhone (HEIC) or WebP photo opens in the computer's own photo program, if it has one.
  4. FiledOn save, the ones you tick go into the owner's Auto Linked Files in GDPro. GDPro files them in its Photo and signature folder (Administration > Options), and says before you save if it can't. Our copy is deleted 30 days later.

Another question?

Email support@arisesoftware.co.nz. We support by email, so you have a written answer to come back to.

Email support@arisesoftware.co.nz How owners' information is looked after