Document Templates

  • Updated

Through CAS 360 you have complete control to produce your own document suite. Change the look and feel of your compliance documentation by building custom templates.

Customisation is currently available for the following documents:

  • Allotment Journal
  • Application for Shares
  • Application for Units
  • Articles of Association for Private Companies Limited by Guarantee
  • Articles of Association for Private Companies Limited by Shares
  • Article of Association for Public Companies
  • Attendance List
  • Company Summary
  • Confirmation Statement Cover Letter
  • Consent to Act Letter
  • Declaration of Distribution Resolution (Discretionary Trust)
  • Declaration of Distribution Resolution (Unit Trust)
  • Declaration of Dividend Resolution
  • Declaration of Trust
  • Directors Minutes or Resolutions
  • Directors Report
  • Distribution Statement (Discretionary Trust)
  • Distribution Statement (Unit Trust)
  • Dividend Voucher
  • Documents Prepared Cover Letter
  • First Directors Minutes or Resolutions
  • Freeform Documents
  • J10 Transfer Form
  • J30 Stock Transfer Form
  • Members Certificate
  • Members Consent
  • Members Minutes or Resolutions
  • Notice of Beneficial Ownership
  • Notice of Directors Meeting
  • Notice of Members AGM
  • Notice of Members Meeting
  • Register of Auditors
  • Register of Beneficiaries
  • Register of Charges
  • Register of Debentures
  • Register of Director Shareholdings
  • Register of Members
  • Register of Officers
  • Register of Registrable Controllers
  • Register of Seal Entries
  • Register of Substantial Shareholders
  • Register of Trust Events
  • Register of Trust Relationships
  • Register of Unitholders
  • Resignation Letter
  • Search Register
  • Share Certificate
  • Share Transfer Form
  • Solvency Resolution
  • Transfer Journal
  • Trustee Minutes or Resolutions
  • Unit Allotment Journal
  • Unit Certificate
  • Unit Transfer Form
  • Unit Transfer Journal
  • Unitholders Minute or Resolutions

Document Templates are also available for Hong Kong, BVI, Caymen Islands & Malaysia.

Navigation

From the Main Toolbar, go to Settings Settings CAS.png
Select Document Templates Document Templates CAS.png

Document Set Filter

The search field can be used to filter and locate document templates.

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Select your Jurisdiction to edit templates between other supported jurisdictions in CAS 360. 

To begin editing a template, select a template from the Documents section on the left-hand side. 

How to Edit a Template

Step 1: Once a template is selected, the CAS 360 Master Template can be downloaded by clicking Settings image.pngand selecting Download.

Step 2: This will download the template as a Microsoft Word document, which can then be customised. 

See The CAS 360 Dictionary for all merge fields you can use instantly pre-fill information in your customised documents.

Please ensure you use the codes specified under each email/document template. Some codes are specific to an email/document template and will not work if used in another template.

Step 3: To upload your custom template, click Upload Upload Document Template CAS.png and locate your template from your computer.

Step 4: Once uploaded, the customised document will be noted with a time stamp. 

Users can also choose to attach a label to an uploaded template.
When in the Document Production screen, you will then be able to select the document template to be used by selecting the label name.

 

Set a Default Template

Users are able to set a default template in the document template screen.

By setting a template as the Default, CAS 360 will have the template automatically selected in the Document Production screen.

Besides the document template, click Settings Document Settings.png and select Set As Default.

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