When you select Unit Trust as the Entity Type, Mclowd™ displays:
This example shows how to enter a listed Domestic Unit Trust.
Start typing in the Stock Code field to drop down a selection list of Trusts.
To enter a foreign or unlisted Unit Trust, make the appropriate selections in the drop-down fields and simply type the Stock Code and Asset Name. The remainder of the process is the same.
Repeat until all Unit Trust investments held at Migration Date have been entered.
