Company Change Summary

Document prepared for Company 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.

Company Addresses Changes

Previous Address	«previousCompanyRegisteredAddress»	The current Registered Office address entered into the Addresses screen
Date of Change	«companyRegisteredDateOfChange»	The effective date of the new address when processing an Address Change.
New Address	«companyRegisteredAddress»	New address entered when processing an Address Change.

Company Officer Appointments

Appointed Officer Name	«appointedOfficerName»	Officer Name selected in the Officer field when entering the Appointment.
Appointed Officer ID number	«appointedOfficerIdentification»	Officer ID Number is located within the Contact of the appointed officer
Appointed Officer Residential Address	«appointedOfficerResidentialAddress»	The Officer Residential Address entered into the Contacts screen for the contact.
Appointed Officer Position	«appointedOfficerPosition»	Officer Position selected when entering the Appointment.
Date of Appointment	«appointedOfficerDateOfAppointment»	Officer Date of Appointment selected when entering the Appointment.
Officer Date of Birth	«appointedOfficerDob»	The Officer Date of Birth entered into the Contacts screen for the contact.
Officer Place of Birth	«appointedOfficerPlaceOfBirth»	The Officer Place of Birth entered into the Contacts screen for the contact.
Officer Country of Birth	«appointedOfficerCountryOfBirth»	The Officer Country of Birth entered into the Contacts screen for the contact.
Officer contact Email	«appointedOfficerEmail»	The Officer contact email address entered into the Contacts screen for the contact.
Officer contact Phone Number	«appointedOfficerPhone»	The Officer contact phone number entered into the Contacts screen for the contact.
Officer contact Mobile Number	«appointedOfficerMobile»	The Officer contact mobile number entered into the Contacts screen for the contact.

Company Officer Cessations

Ceased Officer Name	«ceasedOfficerName»	Officer Name selected in the Officer field when entering the Cessation.
Ceased Officer ID number	«ceasedOfficerIdentification»	Ceased Officer ID Number is located within the Contact of the ceased officer
Ceased Officer Residential Address	«ceasedOfficerResidentialAddress»	The Officer Residential Address entered into the Contacts screen for the contact.
Ceased Officer Position	«ceasedOfficerPosition»	Officer Position selected when entering the Cessation.
Date of Cessation	«ceasedOfficerDateOfCessation»	Officer Date of Appointment selected when entering the Cessation.

Company Contact Codes

Company Contact Name	${companyContactName}	The following codes relate to the Company Contact selected in the General Details screen.
Company Contact Name in Lower Case	${companyContactNameLowerCase}	The following codes relate to the Company Contact selected in the General Details screen.
Company Contact Name in Proper Case	${companyContactNameProperCase}	The following codes relate to the Company Contact selected in the General Details screen.
Company Contact Name in Upper Case	${companyContactNameUpperCase}	The following codes relate to the Company Contact selected in the General Details screen.
Company Contact First Name	${CompanyContactFirstName}	The following codes relate to the Company Contact selected in the General Details screen.
Company Contact First Name in Lower Case	${CompanyContactFirstNameLowerCase}	The following codes relate to the Company Contact selected in the General Details screen.
Company Contact First Name in Proper Case	${CompanyContactFirstNameProperCase}	The following codes relate to the Company Contact selected in the General Details screen.
Company Contact First Name in Upper Case	${CompanyContactFirstNameUpperCase}	The following codes relate to the Company Contact selected in the General Details screen.

Changes to Total Number of Company Shares

Previous Number of Shares

«previousNumberOfShares»

The previous number of shares recorded for the member in the Shareholders screen.

Increase/Decrease of Shares

«netChangeOfShares»

The net increase of shares for the member when processing Member Changes.

New Number of Shares

«newNumberOfShares»

The New/Existing number of shares recorded for the member in the Shareholders screen.

Shareholding Changes

Shareholder Name	«shareholdingShareholderName»	Name of the contact selected in the Allottee/Shareholder field when entering the Member Changes.
Shareholder ID Number	«shareholdingShareholderIdentification»	Shareholder ID Number is located within the Contact of the Shareholder
Shareholder Address	«shareholdingShareholderAddress»	Address of the contact selected in the Allottee/Shareholder field when entering the Member Changes.
Company Number	«shareholdingShareholderCompanyNumber»	Company Number attached to the Shareholder Contact.
Currency	«shareholdingShareholderCurrency»	Currency selected when processing Member Changes.
Shares Held	«shareholdingNewNumberOfShares»	Number of Shares held of the Share Type issued for the Shareholder in the Shareholders screen.
Share Allocation %	«shareholdingNewShareAllocation»	% of Share Allocation of the Share Type issued for the Shareholder in the Shareholders screen.
Shareholder Date of Transaction	«shareholdingNewDateOfTransaction»	Date of processing the Member Changes.

Ceased Shareholding

Ceased Shareholder Name	«ceasedShareholderName»	Name of the contact selected in the Shareholder field when entering the Member Changes.
Ceased Shareholder ID Number	«ceasedShareholderIdentification»	Ceased Shareholder ID Number is located within the Contact of the ceased Shareholder.
Ceased Shareholder Address	«ceasedShareholderAddress»	Address of the contact selected in the Shareholder field when entering the Member Changes.
Ceased Shareholder Date of Transaction	«ceasedShareholderDateOfTransaction»	Date of processing the Member Changes.

Contact Name and Contact Address Changes

Contact's Current Name	«cac_contactName»	Contact selected when preparing contact detail change.
Contact's Residential Address	«cac_contactResidentialAddress»	The Contact Residential Address entered into the Contacts screen for the contact.
Contact's Position	«cac_contactPosition»	Contact selected (position held) when preparing contact detail change.
Contact's New Name	«cnc_newContactName»	Contact's new name when preparing Contact Name Changes.
Contact's New Residential Address	«cac_newContactResidentialAddress»	Contact's new address when preparing Contact Address Changes.
Date of Contact Detail Change	«cdc_dateOfChangeContactDetails»	Resolution Date when preparing contact detail change.
Contact Address Change ID Number	«cac_contactIdentification»	Contact selected Identification Number
Contact Name Change ID Number	«cnc_contactIdentification»	Contact selected Identification Number
Contact Details Change ID Number	«cdc_contactIdentification»	Contact selected Identification Number

Company Auditor Appointments

Name of Audit Firm	«appointedAuditorName»	Contact selected when preparing auditor change.
Auditor's Address	«appointedAuditorAddress»	The Contact Residential Address entered into the Contacts screen for the contact.
UEN of Audit Firm	«appointedAuditorUen»	The UEN entered into the Contacts screen for the contact.
Date of Appointment	«appointedAuditorDateOfAppointment»	Date of Appointment when preparing auditor change.

Company Auditor Cessation

Name of Audit Firm	«ceasedAuditorName»	Contact selected when preparing auditor change
Auditor's Address	«ceasedAuditorAddress»	The Contact Residential Address entered into the Contacts screen for the contact.
UEN of Audit Firm	«ceasedAuditorUen»	The UEN entered into the Contacts screen for the contact.
Date of Appointment	«ceasedAuditorDateOfAppointment»	Date of Appointment when preparing auditor change.
Date of Cessation	«ceasedAuditorDateOfCessation»	Date of Cessation when preparing auditor change.

Declaration and Signature

Signatory Name	«signatoryName»	Select when preparing Company Changes in the Document Production screen for Form Signatory (Director/Alternate).
Signatory Position	«signatoryPosition»	Select when preparing Company Changes in the Document Production screen for Form Signatory Position (Director/Alternate).
Designation Date	«documentDate»	Select when preparing Company Changes in the Document Production Screen for document date (Default to Today's Date).

Company Change Summary - CAS 360 Dictionary Codes

Company Change Summary

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