Declaration of Distributions Resolution (unit trust) - CAS 360 Dictionary Codes

Print Friendly and PDF

Declaration of Distributions Resolution (unit trust)

Document created for Distributions


Description Code Where is this information in CAS 360?

Trust Name

${dodr_trustName} Entered into the Trust Name field in the Trust screen.

Trustee Name

${dodr_trusteeName}

Entered into the Trustee field in the Trustee details tab.

Name of the Trustee 

${dodr_resolutionTrusteeNames}

Entered into the Trustee field in the Trustee details tab.

Note: If this contact type is a joint member, the representatives will display individually. 

Name of the Trustee in proper case

${dodr_resolutionTrusteeNamesProperCase} 

Entered into the Trustee field in the Trustee details tab.

Note: If this contact type is a joint member, the representatives will display individually. 

ACN/ARBN

${dodr_trusteeNumber}

The Trustee's ACN.

Entered into the Company Number field in the General Details screen for a company trustee. 

Entered into the ACN field in the Contact screen for a contact trustee.

Meeting Address

${dodr_meetingAddress}

The meeting address entered into the Addresses screen for a company trustee.

Entered into the Address field in the Contact screen for a contact trustee.

Signing Date

${dodr_dateSigned}

In the Document Production screen, click Options beside the document.
Document Type

${dodr_documentName}

Name of the document from the Document Production screen.
Attending Directors

${attendingDirectorsNames}

The Directors entered into the Officers screen for a company trustee.
Attending Secretaries ${attendingSecretariesNames} The Secretaries entered into the Officers screen for a company trustee.
Unit Type ${dodr_securityType} The Unit description appearing in the Trust screen.
Date Declared ${dodr_dateDeclared} Date declared input when entering the Distribution information
Amount Paid per share ${dodr_amtPerShare} Amount Paid per share input when entering the Distribution information
Distribution Type ${dodr_securityDistributionType} Distribution Type input when entering the Distribution information
Payment Type ${dodr_paymentType} Payment Type input when entering the Distribution information
Payment date ${dodr_paymentDate} Payment date input when entering the Distribution information
Chairperson name

${dodr_chairpersonName}

The Default chairperson can be selected from the Officers screen when the trustee is a Company. Select Chairperson in the Meeting field.
Applicant Name

${dodr_resolutionDirectorsNames}

All Current Directors appearing in the Officers screen.
Meeting address in multi line ${dodr_meetingAddressMultiLine}

The meeting address entered into the Addresses screen

Entered into the Address field in the Contact screen for a contact trustee.

Meeting address in multi line and all in capitals ${dodr_meetingAddressMultiLineAllCaps}

The meeting address entered into the Addresses screen

Entered into the Address field in the Contact screen for a contact trustee.

Meeting address in multi line and proper case   ${dodr_meetingAddressMultiLineProperCase}

The meeting address entered into the Addresses screen

Entered into the Address field in the Contact screen for a contact trustee.

Meeting address in multi line and proper case and suburb is capitalised ${dodr_meetingAddressMultiLineProperCaseSuburbCapitalised}

The meeting address entered into the Addresses screen

Entered into the Address field in the Contact screen for a contact trustee.

Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.