The unit acquisition and unit disposal events are only available for Trusts with a unitised trust type. These events enable you to record any movement in units for the relevant unit holders.

Buy Units

Navigate to Fund level > Transactions > Equity Transactions > Units - Buy

1. Select the Unit holder name
2. Enter Number of units
3. Enter Date of the Purchase
4. Enter Gross Amount 
5. Enter Description (required)
6. Click on Submit
   
   

Sell Units

Navigate to Fund level > Transactions > Equity Transactions > Units - Sell

1. Select the Unit Holder
2. Enter the Number of units
3. Enter Date of the Disposal
4. Enter Gross Amount 
5. Enter Description (required)
6. Click on Submit