Declaration of Distribution Resolution

Sharon Craig

• 30 May 2024 04:20

i have included the meeting address in the Trust details, but its not pulling through to the resolution. Is there some where else i need to be adding the address?

0

• Official comment

  

  Andre Jones

  • 30 May 2024 06:20

  Afternoon Sharon, 
  Thank you for getting in touch with us. 
  
  The reason why the Meeting Address is not appearing in the Declaration of Distribution Resolution document, is that in the Template used it does not include the Meeting Address of the Trust by default.
  
  If you would like the Meeting Address of the trust to be included in the document, you will need to first export the Declaration of Distribution Master Template to Word (Export to Word), the Master Template can be found either within the Document Production screen or under Settings > Document Templates. 
  
  Then include the relevant dictionary code from either article to the word document. 

  Declaration of Distributions Resolution (unit trust) - CAS 360 Dictionary Codes
  Declaration of Distributions Resolution (discretionary trust) - CAS 360 Dictionary Codes. 
  
  Once the desired changes have been made please upload the Word document either to the Document Production screen (best used for once-off changes) or upload the document to the Document Templates section within Settings (best used to change the document template entirely). 
  An example of changing the template is shown in this article here. 
  
  Please let me know how you go with this.  

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