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Share Transfer Form - CAS 360 Dictionary Codes

Share Transfer Form

Document prepared for Transfer of Shares

When preparing the Share Transfer Form, in the document production screen, users can also set a signing date. Beside the form, select Screen_Shot_2020-09-01_at_1.30.13_pm.png

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Description Code Where is this information in CAS 360?

Company name

 ${companyName} Entered into the Company Name field in the General Details screen.

ACN

${companyNumber}

 Entered into the Company Number field in the General Details screen.
Share Type ${shareType} Class and Type of the shares selected when entering Member Changes (e.g ORD Ordinary Shares)
Number of Shares ${numberOfShares} Number of shares input when entering Member Changes.
Consideration Per Security ${considerationPaid} Consideration input when entering Member Changes.
Transaction Date ${transactionDate} Transaction Date entered when processing Member Changes.
Transferor Name

${transferFromShareholderName}

 Name of the contact selected in the Transfer From field when entering the Member Changes
Transferor Address

${transferFromShareholderAddress}

 Address of the contact selected in the Transfer From field when entering the Member Changes
Transferor Address (multi line)

${transferFromShareholderAddressMultiLine}

 Address of the contact selected in the Transfer From field when entering the Member Changes
Transferor Address (multi line and all in capitals)

${transferFromShareholderAddressMultiLineAllCaps}

 Address of the contact selected in the Transfer From field when entering the Member Changes
Transferor Address (multi line and proper case)

${transferFromShareholderAddressMultiLineProperCase}

 Address of the contact selected in the Transfer From field when entering the Member Changes
Transferor Address (multi line and proper case and suburb is capitalised)

${transferFromShareholderAddressMultiLineProperCaseSuburbCapitalised}

 Address of the contact selected in the Transfer From field when entering the Member Changes
Transferor Name

${transferFromSignatory}

 Name of the contact selected in the Transfer From field when entering the Member Changes
Transferor Name in Proper Case

${transferFromSignatoryProperCase}

 Name of the contact selected in the Transfer From field when entering the Member Changes 
New Shareholder name

${transferToSignatory}

  Name of the contact selected in the Transfer to field when entering the Member Changes
New Shareholder name in Proper Case

${transferToSignatoryProperCase}

 Name of the contact selected in the Transfer to field when entering the Member Changes 
 Annual review date

${companyAnnualReviewDate}

 Annual Review date appearing in the General Details

Postal Address in Multiple lines, no commas

  

${companyPostalAddressMultiLineNoComma}

  
The Postal address entered into the Addresses screen
 

Company Business Address in Multiple lines, no commas 

  

${companyBusinessAddressMultiLineNoComma}

 The Business Office address entered into the Addresses screen 
 

Company Registered Office Address in Multiple lines, Proper case and no commas

${companyRegisteredAddressMultiLineProperCaseSuburbCapitalisedNoComma}

 The Registered  Office address entered into the Addresses screen

Business Address in Multiple lines, Proper case and no commas

${companyBusinessAddressMultiLineProperCaseSuburbCapitalisedNoComma}

 The Business address entered into the Addresses screen

Postal Address in Multiple lines, Proper case and no commas

${companyPostalAddressMultiLineProperCaseSuburbCapitalisedNoComma}

 The Postal address entered into the Addresses 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
Full date ${DNC}

${DNC${datesigned}}

Display the date in its full date format

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 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

${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: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 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

 

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