The capital movement event is only available for Trusts with a unitised trust type. This event is used to record Capital Return or Capital Call for unit holders.
Navigate to Fund level > Transactions > Equity Transactions > Capital Movement
- Select the Capital Movement Type
- Select the Beneficiary Account
- Enter Date of transaction
- Enter Gross Amount
- Enter Description (required)
- Click on Submit
This event will show on the Notes to Financial Statements as Capital Return or Capital Call.