Unit trusts

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If the entity type is a Unit trust, the Task Bar on the Capital tab page contains tasks for maintaining the units issued by the trust.

The tasks available are:

• Issue units (see Adding unit issues)

• Change unit issue (see Changing unit issues)

• Unit issue documents (see Producing unit issue documents)

• Transfer units (see Transferring units issued)

• Cancel units (see Cancelling units issued)

• Delete unit issue (see Deleting units issued).