MyCISI vs Trustform Wallet

Introducing your new MyCISI Member App. Designed to make your life easier, we’ve made it simpler and quicker to find your membership benefits and stay on top of your CPD requirements. Access all the personalised first-class CPD resources you enjoy, such as CISI TV, The Review and Professional Refresher, to earn CPD hours from your device, wherever you are – all automatically logged to your CISI CPD record. Thinking of getting some extra learning in during your commute? Catch up with on-demand videos and articles on the go. Going into a big client meeting and need to refresh your knowledge on a specific subject, such as the latest regulatory update or sector hot topic? Refresh your knowledge with our Professional Refresher elearning modules on the go. Log in with your CISI website details to get started.

Stop rebuilding your business identity every time someone asks. Trustform Wallet is the secure home for your business information, documents and digital identity. Instead of searching through emails, folders and shared drives every time you need to open a bank account, complete KYC, satisfy due diligence or onboard with a new partner, everything is already organised and ready to share. Whether you're an entrepreneur, company director, investor, fiduciary administrator or corporate service provider, Trustform helps you stay prepared so you can focus on growing your business—not managing paperwork. Build your business identity once, maintain and share Create rich digital profiles for yourself and your companies. Store and maintain: • Company information • Ownership structures • Directors and representatives • Identity documents • Corporate documents • Certificates and licences • Proof of address • Compliance records • Supporting evidence Your Wallet becomes the trusted source of truth for your business. Open doors faster Banks, payment providers, investors, partners and regulated organisations all ask similar questions. Instead of preparing documents from scratch every time, Trustform helps you organise your information once and securely share exactly what's needed. Spend less time responding to requests and more time doing business. Keep everything organised No more wondering: • Where is the latest Certificate of Incorporation? • Which version of our Articles is current? • Who has access to our company documents? • What information have we already shared? Everything lives in one secure place. Built for businesses Trustform supports both individuals and legal entities. Manage: • Personal identity • Companies • Multiple businesses • Corporate structures • Relationships between people and organisations Request and receive: - Document certification - Profile sharing - Document sharing Perfect for entrepreneurs, SMEs, family offices, fiduciaries and corporate service providers managing multiple entities. Send and Share securely You're always in control. Choose exactly what to share, with whom and for how long. Revoke access at any time and keep visibility over your shared information. Send precise information where it needs to arrive. Your updated Utility bill to 12 different parties? one click away. AI-powered assistance Trustform Steward helps you understand requests and prepare responses. Instead of asking, "What documents do I need?", simply let Steward interpret the request, find the relevant information in your Wallet and prepare everything for your review. You stay in control. AI does the heavy lifting. Why Trustform? - Organise your business identity in one place • Reuse information instead of starting from scratch • Reduce repetitive KYC and due diligence work • Securely share trusted information • Save time on onboarding and document requests • Be ready whenever opportunity knocks One Wallet. One trusted business identity. Ready for every opportunity.