Trust unitholder certificates

How do we prepare a unit certificate using number of units, value per unit & total value thank you

Hi Dyseebaker,

Thanks for the question.

If any transactions have been made to the Trust (e.g. unit transfer), then from Trust on the Main Toolbar, select Unitholders. On the bottom right, there will be a Prepare Forms box. Click on that and you will then be able to select Unit Certificate;

If no changes have been made to the existing Trust, you can still go to Unitholders page and then select Options on the top right. You will then be able to Print Register. The register shows the number of units, value per unit & total value, so effectively a Unit Certificate.

Hope above answers your question.

Regards
Eric