Interest Registration Templates

If you have an interest type that you commonly register or you have several similar interest registrations to complete in separate applications, you can create a template for re-use. 

Method - Create Template

  1. Create your Interest Registration with all relevant information that you wish to form the content of your template.

  2. Click the "Save as New Template" radio button and enter the name of your new template.
  3. Click the Save Template button. The system refreshes the screen and saves your template.

Method - Replace Existing Template

You can also replace an existing template by opening that template and making any necessary changes and saving it again.

  1. Click the "Replace Existing Template" radio button
  2. Select an existing template by selecting from the drop-down list.
  3. Make any necessary changes to the appropriate fields within the current template.
  4. Click the "Save Template" button. The system refreshes the screen and saves the newly modified template, with the same name as the previous template.

Method - Apply Template

  1. Select a template from the drop-down list in the "Apply Template" section of the screen.

  2. Click the "Apply Template" button. The system refreshes the screen and applies the template.

Method - DeleteTemplate

  1. Select a template from the drop-down list in the "Replace Template" section of the screen.

  2. Click the "Delete Template" button. The system refreshes the screen and deletes the template.

Notes

Templates are sorted alphabetically.

The fields that can be contained within a template are:

  • Interest Type
  • Holder's Mortgage or Interest Reference Number
  • Interest Value
  • Feature Number
  • Scheduled Expiry Date
  • Description of Interest
  • Fractional Shares
  • Interest Holder Information
  • Owner Details - must already have an ISC Client Number for use in a template
  • Conditions of Registration