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Producing unit issue documents

Corporate Compliance and Corporate Admin will be retired on 15 April 2024.
You won't be able to use either software after 15 April 2024. Learn what this means for you

The Units Issue Documents wizard is used to produce the documents associated with an issue. The documents available are:

  • Application for allotment of units

  • Minutes of trustees meeting to approve unit issues

  • Unit certificates.

Before using this wizard, you must have already issued units (see Adding unit issues).

How to produce unit issue documents
  1. If you have not done so already, enter the details of units that have been issued (see Adding unit issues).
  2. Select and open the corporation. See Selecting a corporation. The corporation opens at the Details tab.
  3. Click the Capital tab.
  4. Select the required unit issue.
  5. Click Unit issue documents on the Task Bar. The Unit Issue Documents wizard opens.

  6. Confirm the unit issue details. If they are correct, click Next. The Select documents screen opens. If not correct, click Cancel and click Change unit issue to correct the unit issue details.

  7. Select 

    the documents you want to generate from the list.

  8. Click Next.

  9. Enter or use the calendar to select the Date and time of meeting and closing of meeting.

  10. Select either 

    Business or 
    Registered for the location of the meeting.

  11. Select the Chairperson and the Officers present.

  12. Click Next. The Finish screen opens.

  13. Select 

    the documents you want to preview.

  14. Click Finish.
    The selected documents display on the Print preview screen (see Previewing forms and documents).
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