Share Transfer Form
Document prepared for Transfer of Shares
When preparing the Share Transfer Form, in the document production screen, users can also set a signing date. Beside the form, select
| Description | Code | Where is this information in CAS 360? |
|---|---|---|
|
Company name |
${companyName} | Entered into the Company Name field in the General Details screen. |
|
ACN |
${companyNumber} |
Entered into the Company Number field in the General Details screen. |
| Share Type | ${shareType} | Class and Type of the shares selected when entering Member Changes (e.g ORD Ordinary Shares) |
| Number of Shares | ${numberOfShares} | Number of shares input when entering Member Changes. |
| Consideration Per Security | ${considerationPaid} | Consideration input when entering Member Changes. |
| Transaction Date | ${transactionDate} | Transaction Date entered when processing Member Changes. |
| Transferor Name |
${transferFromShareholderName} |
Name of the contact selected in the Transfer From field when entering the Member Changes |
| Transferor Address |
${transferFromShareholderAddress} |
Address of the contact selected in the Transfer From field when entering the Member Changes |
| Transferor Address (multi line) |
${transferFromShareholderAddressMultiLine} |
Address of the contact selected in the Transfer From field when entering the Member Changes |
| Transferor Address (multi line and all in capitals) |
${transferFromShareholderAddressMultiLineAllCaps} |
Address of the contact selected in the Transfer From field when entering the Member Changes |
| Transferor Address (multi line and proper case) |
${transferFromShareholderAddressMultiLineProperCase} |
Address of the contact selected in the Transfer From field when entering the Member Changes |
| Transferor Address (multi line and proper case and suburb is capitalised) |
${transferFromShareholderAddressMultiLineProperCaseSuburbCapitalised} |
Address of the contact selected in the Transfer From field when entering the Member Changes |
| Transferor Name |
${transferFromSignatory} |
Name of the contact selected in the Transfer From field when entering the Member Changes |
| Transferor Name in Proper Case |
${transferFromSignatoryProperCase} |
Name of the contact selected in the Transfer From field when entering the Member Changes |
| New Shareholder name |
${transferToSignatory} |
Name of the contact selected in the Transfer to field when entering the Member Changes |
| New Shareholder name in Proper Case |
${transferToSignatoryProperCase} |
Name of the contact selected in the Transfer to field when entering the Member Changes |
| 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 |
|
Company Registered Office Address in Multiple lines, Proper case and no commas |
${companyRegisteredAddressMultiLineProperCaseSuburbCapitalisedNoComma} |
The Registered Office address entered into the Addresses screen |
|
Business Address in Multiple lines, Proper case and no commas |
${companyBusinessAddressMultiLineProperCaseSuburbCapitalisedNoComma} |
The Business address entered into the Addresses screen |
|
Postal Address in Multiple lines, Proper case and no commas |
${companyPostalAddressMultiLineProperCaseSuburbCapitalisedNoComma} |
The Postal address entered into the Addresses screen |
Company Contact Codes
The following codes relate to the Company Contact selected in the General Details screen.
| Description | Code |
| Company Contact Name | ${companyContactName} |
| Company Contact Name in Lower Case | ${companyContactNameLowerCase} |
| Company Contact Name in Proper Case | ${companyContactNameProperCase} |
| Company Contact Name in Upper Case | ${companyContactNameUpperCase} |
| Company Contact First Name | ${CompanyContactFirstName} |
| Company Contact First Name in Lower Case | ${CompanyContactFirstNameLowerCase} |
|
Company Contact First Name in Proper Case |
${CompanyContactFirstNameProperCase} |
| Company Contact First Name in Upper Case | ${CompanyContactFirstNameUpperCase} |
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 |