Unit Certificate
Document generated for Unitholder changes
| Description | Code | Where is this information in CAS 360? |
|---|---|---|
| Trust Name | ${sc_trustName} | The Trust Name entered into the Relationships screen |
| Trustee Name | ${sc_trusteeName} | Name of the Trustee of the Trust. If the Trust was created in the Relationships screen for a company, the Company Name will be the Trustee Name |
| Trust ABN | ${sc_trusteeNumber} | NOT yet available (coming soon) |
| Trustee Address | ${sc_trusteeAddress} | The Address of the Trustee. If the Trust was created in the Relationships screen for a company, the Registered Address will be the Trustee Name |
| Certificate Number | ${sc_certificateNumber} | Certificate Number entered for the Unitholder. See Add Trust Unitholders |
| Unitholder Name | ${sc_securityHolderName} | Name of the Unitholder appearing in the Unitholder Screen |
| Unitholder Address |
${sc_securityHolderAddress} |
Address of the Unitholder appearing in the Unitholder Screen. |
| Unitholder Address (Multi Line) | ${sc_securityHolderAddressMultiLine} | Address attached to the shareholder selected when entering Member Changes. |
| Shareholder's Address (Multi Line and all in capitals) | ${sc_securityHolderAddressMultiLineAllCaps} | Address attached to the shareholder selected when entering Member Changes. |
| Unitholder Address (Multi Line and Proper Case) | ${sc_securityHolderAddressMultiLineProperCas} | Address attached to the shareholder selected when entering Member Changes. |
| Unitholder Address (Multi Line and Proper Case and Suburb is capitalised) | ${sc_securityHolderAddressMultiLineProperCaseSuburbCapitalised} | Address attached to the shareholder selected when entering Member Changes. |
| Number of Units |
${sc_numberofSecurities} |
Number of units held by the Unitholder as per the Unitholder Screen. |
| Unit Type |
${sc_securityType} |
Name of units held by the Unitholder as per the Unitholder Screen. |
| Amount Payable per unit ($) | ${sc_amountPayable} | Amount payable of units held by the Unitholder as per the Unitholder Screen. |
| Amount Paid per unit ($) | ${sc_amountPaid} | Amount paid of units held by the Unitholder as per the Unitholder Screen. |
| Consideration Per Security | ${sc_considerationPerSecurity} | Option Coming Soon |
| Total Consideration paid | ${sc_totalAmountPerSecurity} | Option Coming Soon |
| Transaction Date | ${sc_transactionDate} | Date of the Unitholder change appearing in the Unitholder Screen |
| Signatories |
${sc_signatories} |
If the Trust was created in the Relationships screen for a company, the Company Officers will be used as signatories. The Signatories can be changed by using options in the Document Production Screen. |
| Annual review date |
${companyAnnualReviewDate} |
Annual Review date appearing in the General Details |
|
Postal Address in Multiple lines, no commas |
${companyPostalAddressMultiLineNoComma} |
The Postal address entered into the Addresses screen
|
|
Company Business Address in Multiple lines, no commas |
${companyBusinessAddressMultiLineNoComma} |
The Business Office address entered into the Addresses screen |
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 |