Unit Transfer Form
Document generated for Unitholder transfers
When preparing the Unit Transfer Form, in the document production screen, users can also add witness details and a signing date. Beside the form, select
| Description | Code |
|---|---|
|
Trust Name |
${utf_trustName} |
|
Description of the unit type |
${utf_unitType} |
| Number of Units | ${utf_numberOfUnits} |
| Consideration | ${utf_considerationPaid} |
|
Date |
${utf_transactionDate} |
| Unitholder Name (including benficial owners) |
${utf_transferFromUnitholderName} |
| Unitholder Address |
${utf_transferFromUnitholderAddress} |
| Signing Date | ${tf_signingDate} |
| Signatory for the Unitholder Name | ${utf_transferFromSignatory} |
| Receiving Unitholder Name (including benficial owners) |
${utf_transferToUnitholderName} |
| Receiving Unitholder Address |
${utf_transferToUnitholderAddress} |
| Signatory for the Receiving Unitholder | ${utf_transferToSignatory} |
| Unitholder Address in Multi Line and Proper Case and Suburb is Capitalised | ${utf_transferToUnitholderAddressMultiLineProperCaseSuburbCapitalised} |
| Unitholder Address in Multi Line and Proper Case | ${utf_transferToUnitholderAddressMultiLineProperCase} |
| Unitholder Address in Multi Line |
${utf_transferToUnitholderAddressMultiLine} |
| Unitholder Address in Multi Line and all in capitals |
${utf_transferToUnitholderAddressMultiLineAllCaps} |
| Unitholder Address in Multi Line and Proper Case and Suburb is Capitalised | ${utf_transferFromUnitholderAddressMultiLineProperCaseSuburbCapitalised} |
| Unitholder Address in Multi Line and Proper Case | ${utf_transferFromUnitholderAddressMultiLineProperCase} |
| Unitholder Address in Multi Line | ${utf_transferFromUnitholderAddressMultiLine} |
| Unitholder Address in Multi Line all in capitals | ${utf_transferFromUnitholderAddressMultiLineAllCaps} |
| Transferor Name | ${utf_transferFromSignatory} |
| Transferor Name in Proper Case | ${utf_transferFromSignatoryProperCase} |
| New Unitholder name | ${utf_transferToSignatory} |
| New Unitholder name in Proper Case | ${utf_transferToSignatoryProperCase} |
| Annual review date | ${companyAnnualReviewDate} |
|
Postal Address in Multiple lines, no commas |
${companyPostalAddressMultiLineNoComma} |
|
Company Business Address in Multiple lines, no commas |
${companyBusinessAddressMultiLineNoComma} |
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 |