Details
In CAS 360, Unitholders can be added to Unit and Hybrid 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.
Navigation
| From the Main toolbar navigate to Trust |
To create a trust, see adding a trust for more information.
How to Add Unitholders
From the Trust Selection screen, search and select the Unit Trust.
Select the Unitholders tab and select 
CAS 360 is able to produce documents for a number of Unitholder changes such as:
- Allotments
- Initial
- Unitholders' Balances
- Unit Transfers
- Cancellations
- Redemptions
- Change to Beneficial Ownership
- Changes to Amounts Paid
- Subdivisions
- Consolidation
- Conversions
- Return of Capital
- Buy Backs
Forms Prepared
CAS 360 will display the Document Production screen where the following documents can be prepared:
- Cover Letter
- Unit Certificate
- Trustee Meeting Minute/Resolution
- Unitholders Minutes or Resolutions
- Application for Units
- Unit Transfer Form
- Unit Transfer Journal
- Unit Allotment Journal
- Register of Unitholders
- Register of Trust Events
- Register of Trust Relationships
- Notice of Beneficial Ownership
- Declaration of Trust