Allotment Journal
Document prepared for Member Changes.
| Description | Code | Where is this information in CAS 360? |
| Company Name | ${companyName} | Entered into the Company Name field in the General Details screen. |
| Company Number (UEN) | ${companyNumber} | Entered into the Company Number field in the General Details screen. |
| Share Sub Class | ${shareType} | Share Type selected when entering Member Changes (e.g ORD - Ordinary Shares) |
| The number of Shares | ${numberOfShares} | Number of shares input when entering Member Changes. |
| Consideration type | ${considerationType} | Consideration type when entering Member Changes. |
| Certificate Number | ${CertificateNumber} | Certificate Number when entering Member Changes. |
| Transaction Date | ${transactionDate} | Transaction Date entered when processing Member Changes. |
| Transaction Type | ${transactionType} | Transaction type when adding a transaction in the Shareholders screen. |
| Transferor Name | ${transferFromShareholderName} | Name of the contact selected in the Allottee field when entering the Member Changes. |
| Transferor Identification Number | ${transferFromIdentication} | Identification number of the contact selected in the Allottee field when entering the Member Changes. |
| Transferor Address | ${transferFromShareholderAddress} |
Address of the contact selected in the Allottee field when entering the Member Changes. |
| Transferor Address (Multi-Line) | ${transferFromShareholderAddressMultiLine} | Address of the contact selected in the Allottee field when entering the Member Changes. |
| Transferor Address (Multi-Line and all capitals) | ${transferFromShareholderAddressMultiLineAllCaps} | Address of the contact selected in the Allottee field when entering the Member Changes. |
| Transferor Address (Multi-Line and Proper Case) | ${transferFromShareholderAddressMultiLineProperCase} | Address of the contact selected in the Allottee field when entering the Member Changes. |
| Transferor Address (Multi-Line, Proper Case & Town/City Capitalised) |
${transferFromShareholderAddressMultiLineProperCaseSuburbCapitalised} |
Address of the contact selected in the Allottee field when entering the Member Changes. |
The Registered Office Address - entered into the Addresses screen.
|
Address in Single Line, Proper Case |
${companyRegisteredAddress} |
|
Address in Multi Line, Proper Case, No Building/Estate Name & Town/City Capitalised |
${companyRegisteredAddressMultiLineProperCaseSuburbCapitalisedNoComma} |
|
Address in Multi Line, Proper Case |
${CompanyRegisteredAddressMultiLineProperCase} |
|
Address in Multi Line, Proper Case, Town/City Capitalised |
${CompanyRegisteredAddressMultiLineProperCaseSuburbCapitalised} |
|
Address in Multi Line, all Capitalised |
${CompanyRegisteredAddressMultiLineAllCaps} |
Business Address - entered into the Addresses screen.
|
Address in Single Line, Proper Case |
${companyBusinessAddress} |
|
Address in Multi Line, Proper Case, No Building/Estate Name & Town/City Capitalised |
${companyBusinessAddressMultiLineProperCaseSuburbCapitalisedNoComma} |
|
Address in Multi Line, Proper Case |
${CompanyBusinessAddressMultiLineProperCase} |
|
Address in Multi Line, Proper Case, Town/City Capitalised |
${CompanyBusinessAddressMultiLineProperCaseSuburbCapitalised} |
|
Address in Multi Line, all Capitalised |
${CompanyBusinessAddressMultiLineAllCaps} |
Postal Address - entered into the Addresses screen.
|
Address in Single Line, Proper Case |
${CompanyPostalAddress} |
|
Address in Multi Line, Proper Case, No Building/Estate Name & Town/City Capitalised |
${companyPostalAddressMultiLineProperCaseSuburbCapitalisedNoComma} |
|
Address in Multi Line, Proper Case |
${CompanyPostalAddressMultiLineProperCase} |
|
Address in Multi Line, Proper Case, Town/City Capitalised |
${CompanyPostalAddressMultiLineProperCaseSuburbCapitalised} |
|
Address in Multi Line, all Capitalised |
${CompanyPostalAddressMultiLineAllCaps} |
Miscellaneous
|
Display text as Uppercase |
${UC} |
${UC${companyName}} to display the company name in Upper Case |
|
Display text in Proper case |
${ProperCase} |
${companyOfficerNameProperCase} to display Officer name in Proper Case. |
|
Signing Date |
${DateSigned} |
In the Document Production screen, click Options beside the document. If this is not available, the date will default to Today's date. |
Company Contact Codes
The following codes relate to the Company Contact selected in the General Details screen.
| Description | Code |
| Company Contact Name | ${companyContactName} |
| Company Contact Name in Lower Case | ${companyContactNameLowerCase} |
| Company Contact Name in Proper Case | ${companyContactNameProperCase} |
| Company Contact Name in Upper Case | ${companyContactNameUpperCase} |
| Company Contact First Name | ${CompanyContactFirstName} |
| Company Contact First Name in Lower Case | ${CompanyContactFirstNameLowerCase} |
|
Company Contact First Name in Proper Case |
${CompanyContactFirstNameProperCase} |
| Company Contact First Name in Upper Case | ${CompanyContactFirstNameUpperCase} |