One unit holder has voluntarily moved some of his units to the other unit holders. How can I process this in Class?
You can use Units - Adjustment to record these movements.
Navigate to Fund Level > Transactions > Equity Transactions > Units - Adjustment
- Enter date of the adjustment
- Enter Description (it is a compulsory field for submitting the event)
- Enter a positive amount into the Transfer Units field for the receiver
- Enter a negative amount into Transfer Unit field for the giver
- Click on Submit
Further information can be found in our User Guide article Process Units - Adjustment of Unit Quantity and Contributed Unit Capital