Register of Beneficiaries
Document generated for Trust Beneficiaries. 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 |
«rob_contactName» |
Name of the Contact added as the Beneficiary |
| Address of Contact |
«rob_contactAddress» |
Address of the Contact added as the Beneficiary |
| The date the Contact became a Beneficiary | «rob_appoint» | Transaction date of the Contact added as the Beneficiary |
| The date the Contact ceased being a Beneficiary | «rob_cease» | Cease date of the Contact added as the Beneficiary |
| ID Details entered for the Beneficiary | ${rob_contactIdentification} | ID details of the Contact added as the Beneficiary |
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 |
|
Day, full date Upper Case |
${D_DNCUC} |
${D_DNCUC${datesigned}} Display the date as day, full date in all Upper Case Example: TUESDAY, 25 JULY 2017 |
| Full date | ${DNC} |
${DNC${datesigned}} Display the date in its full date format Example: 25 July 2017 |
|
Full date Upper Case |
${DNCUC} |
${DNCUC${datesigned}} Display the date in its full date format in all Upper Case 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 Upper Case |
${DLFUC} |
${DLF${documentDate}} Display the date in its long-form format in all Upper Case 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 Upper Case |
${DLF_NDUC} |
${DLF_ND${documentDate}} Display the date in its long-form format excluding the day of the week in all Upper Case Example: JANUARY 1ST, 2018 |
|
Date Long Form, No Day (Date, Month, Year)
|
${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: 10th January 2022 |
|
Date Long Form no day (Date, Month, Year) Upper Case |
${DLF_ND2UC}
|
${DLF_ND2${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 in all Upper Case 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 Upper Case |
${DLF_AUSUC} |
${DLF_AUS${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) in all Upper Case Example: MONDAY, 01ST OF 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 Long Form no day Upper Case |
${DLF_ND_AUSUC} |
${DLF_ND_AUS${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 in all Upper Case Example: 01ST OF 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 format: DD Month YYYY Upper Case |
${D_MAWUC} |
${D_MAW${dateSigned}} Display the date in its full date format in all Upper Case 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 |