Register of Beneficiaries
Document generated for Trust Beneficiaries. The Register can also be produced from the Reports screen
Description | Code | Where is this information in CAS 360? |
---|---|---|
Name of Trust | «trustName» | The Trust Name entered into the Trusts screen |
The date the register was produced | «documentDate» | Document date. Date can be changed in the Reports screen |
Name of the Contact |
«rob_contactName» |
Name of the Contact added as the Beneficiary |
Address of Contact |
«rob_contactAddress» |
Address of the Contact added as the Beneficiary |
The date the Contact became a beneficiary | «rob_appoint» | Transaction date of the Contact added as the Beneficiary |
The date the Contact ceased being a beneficiary | «rob_cease» | Cease date of the Contact added as the Beneficiary |
Date Formats
Description | Code | Example |
---|---|---|
Day, full date | ${D_DNC} |
${D_DNC${datesigned}} Display the date as day, full date Example: Tuesday, 25 July 2017 |
Full date | ${DNC} |
${DNC${datesigned}} Display the date in its full date format Example: 25 July 2017 |
Date Long Form |
${DLF} |
${DLF${documentDate}} Display the date in its long-form format Example: Monday, January 1st, 2018 |
Date Long Form no day |
${DLF_ND} |
${DLF_ND${documentDate}} Display the date in its long-form format excluding the day of the week Example: January 1st, 2018 |
Date Long Form no day |
${DLF_ND2}
|
${DLF_ND2${dateSigned}} Display the date in its long-form format (with the day of the month at the beginning of the date) excluding the day of the week Example:1st January, 2018 |
Date Long Form |
${DLF_AUS} |
${DLF_AUS${dateSigned}} Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month)
Example: Monday, 01st January, 2018 |
Date Long Form no day | ${DLF_ND_AUS} |
${DLF_ND_AUS${dateSigned}} Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month) excluding the day of the week Example: 01st January, 2018 |
Date format: DD Month YYYY | ${D_MAW} |
${D_MAW${dateSigned}} Display the date in its full date format Example: 01 January 2018 |
Date Long Form Variant |
${DLF2} |
${DLF2${dateSigned}} Display the date in an alternate long-form format excluding the day of the week. Example: 7th day of October 2023 |
Date Long Form Variant Upper Case | ${DLF2UC} |
${DLF2UC${dateSigned}} Display the date in an all Upper Case alternate long-form format excluding the day of the week. Example: 7TH DAY OF OCTOBER 2023 |