Register of Members
Document generated for Member changes
| Description | Code | Where is this information in CAS 360? |
|---|---|---|
| Company Name | ${ros_CompanyName} | The Company Name entered into the General Details screen |
| Date the register was produced | ${ros_Date} | Document date. Date can be changed in the Document Production screen by clicking  |
| Document Date | ${ros_documentDate} | Document date. Date can be changed in the Document Production screen by clicking |
| Company ACN | ${ros_CompanyNumber} | The ACN entered into the General Details screen |
| Name of Shareholder |
${ros_ShareHolderName} |
Name of the Shareholder appearing in the Shareholder Screen |
| Address of Shareholder |
${ros_ShareHolderAddress} |
Address of the Shareholder appearing in the Shareholder Screen. |
| Type of Shares used in transaction | ${ros_ShareType} | Name of units held by the Shareholder as per the Shareholder Screen. |
| Date the Shareholder first became a Shareholder | ${ros_entryDate} | Earliest transaction date for the Shareholder as per the Shareholder Screen. |
| Date the Shareholder ceased to be a Shareholder | ${ros_ceaseDate} | Transaction date of the last transaction for the Shareholder as per the Shareholder Screen. The date will appear if the last transaction causes the unitholder to no longer hold units. |
| Date of Shareholder transaction | ${ros_transactionDate} | Date of the Shareholder change appearing in the Shareholder Screen |
| Type of Shareholder transaction | ${ros_transactionType} | Transaction type appearing in the Shareholder Screen. |
| Number of Shares acquired in the transaction | ${ros_acquired} | Number of units held by the Shareholder as per the Shareholder Screen. |
| Number of Shares transferred in the transaction | ${ros_transferred} | Only appears if the transaction type is transfer in the Shareholder Screen |
| Number of Shares held by the Shareholder after transaction | ${ros_balance} | Number of units held by the Shareholder as per the Shareholder Screen. |
| Who the Shares were transferred to or transferred from | ${ros_transferredToFrom} | Only appears if the transaction type is transfer in the Shareholder Screen |
| consideration added to Share transaction | ${ros_consideration} | Only appears if the transaction type is transfer in the Shareholder Screen |
| Unique number | ${ros_uniqueNo} | Unique number entered into the Shareholder transaction (optional) |
| Share certificate number | ${ros_certificateNo} | Certificate Number entered for the Shareholder. See Member Changes |
| amount paid per Share | ${ros_amtPaidUnit} | Amount paid for units held by the Shareholder as per the Shareholder Screen. |
| amount unpaid per Share | ${ros_amtUnpaidUnit} | Amount unpaid for units held by the Shareholder as per the Shareholder Screen. |
|
does the unit transaction have a beneficial owner? N if there is a beneficial owner Y if there is no beneficial owner |
${ros_benIf} | If there is a beneficial owner selected in the Shareholder transaction |
|
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 |
|
Guarantor Email Address |
«ros_guarantorEmail» | Email Address recorded against the selected contact |
|
Shareholder Email Address |
«ros_securityHolderEmail» | Email Address recorded against the selected contact |
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 |