Overview
CAS 360 allows you to edit and customise existing documents and emails through the Settings screen. This process is covered in the following articles:
This article outlines all Trust related Documents and Emails that have editable templates.
Navigation
| From the Main Toolbar, go to Settings | |
| Select Document Templates or Email Templates |
|
Trust Document Templates
The following is a list of Trust Documents that you can customise using the templates:
- Application for Units
- Declaration of Distribution Resolution (Unit Trust)
- Declaration of Trust
- Distribution Statement (Unit Trust)
- Documents Prepared Cover Letter
- Notices of Beneficial Ownership
- Register of Beneficiaries
- Register of Trust Events
- Register of Trust Relationships
- Register of Unitholders
- Statement of Wishes
- Trustee minutes or resolutions
- Unit Allotment Journal
- Unit Certificate
- Unit Transfer form
- Unit Transfer Journal
- Unitholders minute or resolutions
- Variation of Trust Deed
Trust Email Templates
- BGL ID - 2-Factor Authentication
- BGL ID - Reminder
- BGL ID - Email Completed Verification
- BGL ID - Resubmit Identity Verification
- BGL ID - Verification Unsuccessful
- Compliance Review
- Copy of the Electronically Signed Document
- Digital Signing Documents Prepared
- Digital Signing Document Deadline Reminder
- Documents Prepared
- Document Deadline Reminder
- Document Review
- Document Review - Rejected
- Document Review Reminder
- Multiple Document Review
- Request Information - Identity Verification