In CAS 360, Unitholders can be added to Unit Trusts.
A unitholder is a beneficiary and accepts units in a unit trust, in a similar fashion to a shareholder accepting shares in a company.
From the Main toolbar navigate to Trust
How to Add Unitholders
Select the Unitholders tab and select
CAS 360 is able to produce documents for a number of Unitholder changes such as:
- Unitholders' Balances
- Unit Transfers
- Change to Beneficial Ownership
- Changes to Amounts Paid
- Return of Capital
- Buy Backs.