Notice of Beneficial Ownership
Document generated for shareholder changes that involve a Beneficial Owner.
| Description | Code | Where is this information in CAS 360? |
| Company Name |
${companyName} |
Entered into the Company Name field in the General Details screen. |
| Transaction Date | ${transactionDate} | Transaction Date entered when processing share transaction. |
| Annual Return Date | ${CompanyAnnualReviewDate} | Annual Return Date entered in the General Details screen. |
| Shareholder Signatory Name |
${shareholderSignatoryName} |
Shareholder Name entered when processing share transaction. |
| The Trustee |
${shareholderName} |
Shareholder Name entered when processing share transaction. |
| Shareholder Id Number |
${shareholderIdentification} |
Shareholder ID Number is located within the Contact of the Shareholder |
| Beneficial Owner Name |
${beneficialOwnerName} |
The Beneficial Owner entered when processing share transaction. |
| Number of Shares |
${numberOfShares} |
Number of shares input when processing share transaction. |
| Share Type |
${shareType} |
Share Type selected when processing share transaction. |
| Certification Number |
${certificateNumber} |
Certificate Number when processing share transaction. |
Shareholder Address attached to the Contact of the shareholder.
|
Address in Single Line, Proper Case, Town/City Capitalised |
${shareholderAddress} |
|
Address in Multi Line, Town/City Capitalised |
${ShareholderAddressMultiLine} |
|
Address in Multi Line, all Capitalised |
${ShareholderAddressMultiLineAllCaps} |
|
Address in Multi Line, Proper Case |
${ShareholderAddressMultiLineProperCase} |
|
Address in Multi Line, Proper Case, Town/City Capitalised |
${ShareholderAddressMultiLineProperCaseSuburbCapitalised} |
Beneficial Owner Address attached to the Contact of the Beneficial Owner.
|
Address in Single Line, Proper Case, Town/City Capitalised |
${beneficialOwnerAddress} |
|
Address in Multi Line, Town/City Capitalised |
${BeneficialOwnerAddressMultiLine} |
|
Address in Multi Line, all Capitalised |
${BeneficialOwnerAddressMultiLineAllCaps} |
|
Address in Multi Line, Proper Case |
${BeneficialOwnerAddressMultiLineProperCase} |
|
Address in Multi Line, Proper Case, Town/City Capitalised |
${BeneficialOwnerAddressMultiLineProperCaseSuburbCapitalised} |
The Registered Office Address - entered into the Addresses screen.
|
Address in Single Line, Proper Case, Town/City Capitalised |
${companyRegisteredAddress} |
|
Address in Multi Line, No Level and Unit Number, Town/City Capitalised |
${companyPostalAddressMultiLineProperCaseSuburbCapitalisedNoComma} |
|
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, Town/City Capitalised |
${companyBusinessAddress} |
|
Address in Multi Line, No Level and Unit Number, 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, Town/City Capitalised |
${CompanyPostalAddress} |
|
Address in Multi Line, No Level and Unit Number, 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. |
|
Financial Year End Date |
${FinancialYearEndDate} |
Add the Financial Year End Date under Company Dates via General Details. |
|
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. |
|
Partner Name |
${PartnerName} |
Add the Partner's name under Company Contacts via General Details. |
| Partner First Name and Surname only | ${PartnerFirstNameSurnameOnly} | Partner appearing in the General Details screen |
Date Formats
The following codes can be added to ANY date code in order to change a specific date format.
For example, instead of using ${datesigned} add the ${D_DNC} field to it to become: ${D_DNC${datesigned}}
${D_DNC${datesigned}} will display the signing date with its day and full date format (e.g. Tuesday, 25 July 2017)
|
Description |
Code |
Example |
|
Full date |
${DNC} |
${DNC${datesigned}} Display the date in its full date format Example: 10 January 2022 |
|
Date format: DD Month YYYY |
${D_MAW} |
${D_MAW${dateSigned}} Display the date in its full date format Example: 10 January 2022 |
|
Day, full date |
${D_DNC} |
${D_DNC${datesigned}} Display the date as day, full date Example: Monday, 10 January 2022 |
|
Date Long Form (Day, Month/Date/Year) |
${DLF} |
${DLF${documentDate}} Display the date in its long-form format Example: Monday, January 10th, 2022 |
|
Date Long Form (Day, Date/Month/Year) |
${DLF_AUS} |
${DLF_AUS${dateSigned}} Display the date in its long-form format (with the day of the month at the beginning of the date)
Example: Monday, 10th January 2022 |
|
Date Long Form, No Day (Month, Date, Year) |
${DLF_ND} |
${DLF_ND${documentDate}} Display the date in its long-form format, excluding the day of the week Example: January 10th, 2022 |
|
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 | ${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 format: DD Month YYYY | ${D_MAW} |
${D_MAW${dateSigned}} Display the date in its full date format 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 |