Notice of Beneficial Ownership - CAS 360 Dictionary Codes

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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 and select 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
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

 

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