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 |
| Trust Partner | ${trustPartner} | Trust Contacts added on the Trust Details screen. |
| Trust Manager | ${trustManager} | Trust Contacts added on the Trust Details screen. |
Date Formats
| Description | Code | Example |
|---|---|---|
| Day, full date | ${D_DNC} |
${D_DNC${datesigned}} Display the date as day, full date Example: Tuesday, 25 July 2017 |
| Full date | ${DNC} |
${DNC${datesigned}} Display the date in its full date format Example: 25 July 2017 |
| Date Long Form |
${DLF} |
${DLF${documentDate}} Display the date in its long-form format Example: Monday, January 1st, 2018 |
| Date Long Form no day |
${DLF_ND} |
${DLF_ND${documentDate}} Display the date in its long-form format excluding the day of the week Example: January 1st, 2018 |
| Date Long Form no day |
${DLF_ND2} |
${DLF_ND2${dateSigned}} Display the date in its long-form format (with the day of the month at the beginning of the date) excluding the day of the week Example:1st January, 2018 |
| Date Long Form |
${DLF_AUS} |
${DLF_AUS${dateSigned}} Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month)
Example: Monday, 01st January, 2018 |
| Date Long Form no day | ${DLF_ND_AUS} |
${DLF_ND_AUS${dateSigned}} Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month) excluding the day of the week Example: 01st January, 2018 |
| Date format: DD Month YYYY | ${D_MAW} |
${D_MAW${dateSigned}} Display the date in its full date format Example: 01 January 2018 |
|
Date Long Form Variant |
${DLF2} |
${DLF2${dateSigned}} Display the date in an alternate long-form format excluding the day of the week. Example: 7th day of October 2023 |
| Date Long Form Variant Upper Case | ${DLF2UC} |
${DLF2UC${dateSigned}} Display the date in an all Upper Case alternate long-form format excluding the day of the week. Example: 7TH DAY OF OCTOBER 2023 |