Application for Units
A document prepared for Trusts
| Description | Code | Where is this information in CAS 360? |
|---|---|---|
|
Trust name |
${afsu_entityName} |
Entered into the Trust Name field in the Trusts screen. |
| Unit Type | ${afsu_securityDescription} | Class and Type of the units selected when entering Unit Transactions. |
| Number of Shares | ${afsu_numberOfSecurities} | Number of Units input when entering Unit Transactions. |
| Consideration Per Security | ${afsu_amountPayablePerSecurity} | Consideration input when entering Unit Transactions. |
| Transaction Date |
${afsu_transactionDate} |
Transaction Date entered when processing Unit Transactions. |
| New Shareholder name |
${afsu_securityHolderNameBo} |
Name of the contact selected in the Allottee field when entering the Unit Transactions. |
| New Shareholder Address | ${afsu_securityHolderAddress} | Address of the contact selected in the Allottee field when entering the Unit Transactions. |
|
Trust Address Line 1 and 2 |
${afsu_entityAddressLines} | The Meeting address entered into the Trusts screen |
|
Trust Address Suburb |
${afsu_entityAddressSuburb} | The Meeting address entered into the Trusts screen |
|
Trust Address State |
${afsu_entityAddressState} | The Meeting address entered into the Trusts screen |
|
Trust Address Postcode |
${afsu_entityAddressPostcode} | The Meeting address entered into the Trusts screen |