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 |
| Trustee Number | ${sc_trusteeNumber} |
The ABN entered for the Trustee in the Contacts screen. In the case no ABN has been entered, the ACN will be used. In cases where the Company Trustee is managed in CAS360, the ACN will alwats be used. |
| 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 |