Allotment Journal
Document prepared for an Allotment of Shares.
| Description | Code | Where is this information in CAS 360? |
|---|---|---|
|
Company name |
${companyName} | Entered into the Company Name field in the General Details screen. |
|
Company Number |
${companyNumber} |
Entered into the Company Number field in the General Details screen. |
|
NZBN |
${nzbn} |
Entered into the NZBN 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) |
| The number of Shares | ${numberOfShares} | Number of shares input when entering Member Changes. |
| Consideration type | ${considerationType} | Consideration input when entering Member Changes. |
| Transaction Date | ${transactionDate} | Transaction Date entered when processing Member Changes. |
| Transaction Type | ${transactionType} | Transaction type appearing in the Shareholder Screen |
| Certificate Number | ${CertificateNumber} | In the Shareholders screen, share transactions where the  flag is on. |
| Transferor Name |
${transferFromShareholderName} |
Name of the contact selected in the Allottee field when entering the Member Changes |
| Transferor Address |
${transferFromShareholderAddress} |
Address of the contact selected in the Allottee field when entering the Member Changes |
| Transferor Address (multi-line) |
${transferFromShareholderAddressMultiLine} |
Address of the contact selected in the Allottee field when entering the Member Changes |
| Transferor Address (multi-line and all in capitals) |
${transferFromShareholderAddressMultiLineAllCaps} |
Address of the contact selected in the Allottee field when entering the Member Changes |
| Transferor Address (multi-line and proper case) |
${transferFromShareholderAddressMultiLineProperCase} |
Address of the contact selected in the Allottee 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 Allottee field when entering the Member Changes |
| Annual review date |
${companyAnnualReviewDate} |
Annual Review date appearing in the General Details |
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