What date will display for the Transaction Date for shares and unit transactions?

 

For Shares

The "Effective date" on the interview form will be displayed as the Transaction Date.​

 

For Units

Issue of units - The date of issue entered in the interview form will be displayed as the transaction date once the document is marked as signed.​

Transfer of units - The date of transfer entered in the interview form will be displayed as the transaction date once the document is marked as signed.

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