CCH CGT And Dividend Scheduling
The Proof Stage
This document outlines the guidelines for printing a schedule in either Proof or Final format. The Proof format serves as a working sheet for checking new cases, particularly in the first instance of the year. It incorporates blue information lines to highlight mandatory and non-mandatory events, such as dividends and take-overs. Users are prompted to answer specific questions related to dividends, rights issues, foreign investments, take-overs, non-qualifying offshore funds, and corporate bonds. The Proof format is easily identified by the "PROOF" annotation and may require multiple prints for accuracy.
CCH CGT And Dividend Scheduling
Takeovers
It is always advisable to request a Proof Schedule before attempting to enter non-standard take-over details. The Proof Schedule will detail any alternative terms by way of a series of information lines and usually will display an alternative Security Code for each.
CCH CGT And Dividend Scheduling
Scrip Dividends and DRIP Elections
This document outlines the guidelines for printing a schedule in either Proof or Final format. The Proof format serves as a working sheet for checking new cases, particularly in the first instance of the year. It incorporates blue information lines to highlight mandatory and non-mandatory events, such as dividends and take-overs. Users are prompted to answer specific questions related to dividends, rights issues, foreign investments, take-overs, non-qualifying offshore funds, and corporate bonds. The Proof format is easily identified by the "PROOF" annotation and may require multiple prints for accuracy.