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Notice of Beneficial Ownership - CAS 360 Dictionary Codes

  • Updated

Notice of Beneficial Ownership

Document generated for shareholder changes which involve a Beneficial Owner

Description Code Where is this information in CAS 360?
Selected Shareholder name ${ShareholderName} In the Shareholders screen, shareholders where the flag is on.
Selected Shareholder Address ${ShareholderAddress} Address attached to the Contact of the above shareholder.
Selected Shareholder Address (Muti Line) ${ShareholderAddressMultiLine} Address attached to the Contact of the above shareholder.
Selected Shareholder Address (Muti Line all in capitals) ${ShareholderAddressMultiLineAllCaps} Address attached to the Contact of the above shareholder.
Selected Shareholder Address (multi line and proper case) ${ShareholderAddressMultiLineProperCase} Address attached to the Contact of the above shareholder.
Selected Shareholder Address (multi line and proper case and suburb is capitalised) ${ShareholderAddressMultiLineProperCaseSuburbCapitalised} Address attached to the Contact of the above shareholder.
Beneficial owner of selected share change

${BeneficialOwnerName}

 Applies to Shareholders appearing in the Shareholders screen with the icon beside their name. Click and Edit to view the Beneficial owner
Beneficial owner address of selected share change

${BeneficialOwnerAddress}

 Applies to Shareholders appearing in the Shareholders screen with the icon beside their name. Click and Edit to view the Beneficial owner
Beneficial owner address of selected share change (Multi Line)

${BeneficialOwnerAddressMultiLine}

 Applies to Shareholders appearing in the Shareholders screen with the icon beside their name. Click and Edit to view the Beneficial owner
Beneficial owner address of selected share change (Multi Line all in capitals)

${BeneficialOwnerAddressMultiLineAllCaps}

 Applies to Shareholders appearing in the Shareholders screen with the icon beside their name. Click and Edit to view the Beneficial owner
Beneficial owner address of selected share change (Multi Line and Proper case)

${BeneficialOwnerAddressMultiLineProperCase}

 Applies to Shareholders appearing in the Shareholders screen with the icon beside their name. Click and Edit to view the Beneficial owner
Beneficial owner address of selected share change (Multi Line and Proper case and Suburd is capitalised)

${BeneficialOwnerAddressMultiLineProperCaseSuburbCapitalised}

 Applies to Shareholders appearing in the Shareholders screen with the icon beside their name. Click and Edit to view the Beneficial owner
Transaction Date ${TransactionDate}          Date of the Company Change entered.
Shares of selected share change ${NumberOfShares} In the Shareholders screen, share transactions where the flag is on.
Share class of selected share change ${ShareType} In the Shareholders screen, share transactions where the flag is on.
Certificate number of selected share change ${CertificateNumber} In the Shareholders screen, share transactions where the flag is on.

Company name

 ${CompanyName} Entered into the Company Name field in the General Details screen.

Registered Office Address

${CompanyRegisteredAddress}

 The Registered Office address entered into the Addresses screen

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 
 

Annual review date

${CompanyAnnualReviewDate} 

 Annual Review date appearing in the General Details

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

The following codes can be added to ANY date code in order to change and select a specific date format. For example, instead of using ${datesigned} add the ${D_DNC} field to it to become: ${D_DNC${datesigned}}
${D_DNC${datesigned}} will display the signing date with its day and full date format (e.g. Tuesday, 25 July 2017)
 
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

 

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