Register of Trust Relationships
Document generated for Trust Relationships. The Register can also be produced from the Reports screen
| Description | Code | Where is this information in CAS 360? |
|---|---|---|
| Name of Trust | «trustName» | The Trust Name entered into the Trusts screen |
| The date the register was produced | «documentDate» | Document date. Date can be changed in the Reports screen |
| Name of the Contact |
«rotr_contactName» |
Name of the Contact added as the Relationship |
| Address of Contact |
«rotr_contactAddress» |
Address of the Contact added as the Relationship |
| Type of Relationship | «rotr_relationship» | Type of Relationship |
| The date the Contact became a relationship | «rotr_appoint» | Transaction date of the Contact added as the Relationship |
| The date the Contact ceased being a Relationship | «rotr_cease» | Cease date of the Contact added as the Relationship |
| Meeting Status |
«rotr_meeting» |
Meeting status of the Contact added as the Relationship |