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. |
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