How to Customise Statement Footers

Every statement and notice Caruso generates carries a footer holding a disclaimer and your contact details. You can edit these footers in the Admin App, so your documents show your own wording without any input from Caruso.

The Five Statement Footers

Caruso uses five footers, one per category of document. Every generated document uses exactly one footer, decided by its type. Footers cannot be created or deleted, only edited.

Footer	Covers	Document types
Payment & order notices	Transactional notices created from a payment or holding movement	Capital Call Notice, Application Payment Notice, Unit Redemption Notice, Unit Transfer Notice, Unit Issue Notice, Distribution Payment Notice
Investing entity statements	Whole-of-portfolio statements addressed to an investing entity, spanning all of their holdings and funds	Investor Summary, Investor Distribution Summary
Holding statements	Statements produced for a single fund or holding	Investor Fund Summary, Investor Holding Summary, Investor Periodic, Investor Exit
Tax statements	Tax documents issued to investors	AU Tax, LP Tax, PIE Tax, PO Tax, Company Dividend
Regulatory statements	Regulatory documents	Recipient Created Tax Invoice

Which documents each footer covers is set by Caruso and changes only with a release. You cannot move a document type between footers.

Note: Draft redemption notices use the Unit Redemption Notice footer rather than a footer of their own.

Viewing Your Footers

In the navigation pane, select Settings.
Open Statement Footers.

The list shows all five footers with their Name, Description, and the Document type entries each one covers. A footer you have edited carries a Customised badge. A footer covering no document types shows None yet.

Editing a Footer

From the Statement Footers list, select the footer you want to change.
Under Statement editor, check the Applies to field. This is a read-only list of the document types this footer covers.
Edit the Disclaimer and Contact info fields.
Check the Preview at the bottom of the page.
Click Save changes.

Each footer has two parts, shown beneath a horizontal rule on the document:

Disclaimer — the legal or informational text, shown in a smaller font. Up to 1,000 characters.
Contact info — your fund and organisation details, shown in a larger font. Up to 400 characters.

A character counter sits under each field. The count is of the text you type, so a merge token counts as the characters of the token itself, not the value it fills in with.

Each footer starts from a Caruso default matching the standard wording for its category, so you only need to make changes if you want something different.

Note: Changes apply to documents generated after you save. Documents already generated are unaffected. Regenerating a statement uses the current footer.

Formatting

The editor toolbar gives you three options:

Bold — bold the selected text.
Link — turn the selected text into a link. You can use a merge token inside the link address, for example mailto:{{tenant.support_email}}.
Insert token — insert a merge token (see below).

Line breaks are supported. Headings, bullet lists, and tables are not.

Using Merge Tokens

Merge tokens are placeholders that fill in with real values as each document is generated. This is how one footer renders correctly across every fund: the labels are your own typed text, and the values come from tokens.

Click Insert token to open a searchable list, grouped by token type, and select the token you want.

Group	Tokens	Fills in from
Tenant	`{{tenant.legal_name}}`, `{{tenant.support_email}}`	Your organisation's settings
Investing entity	`{{investing_entity.name}}`	The investing entity the document is addressed to
Fund	`{{fund.legal_name}}`, `{{fund.short_name}}`, `{{fund.registration_number}}`, `{{fund.business_number}}`, `{{fund.scheme_number}}`, plus the manager and trustee identifiers	The fund the document relates to

A few things to keep in mind:

The picker only offers tokens that work on that footer. Tokens that cannot fill in on a footer's documents are left out of the list. On the Investing entity statements footer, for example, fund tokens are unavailable, because those statements can span several funds and no single fund could be named. Where a group is excluded, a note under the fields tells you which one.
Empty values are left blank. If a token has no value, such as a fund with no registration number, it renders as empty text and the text around it is unchanged.
The preview shows exactly what will render. It uses clearly labelled sample data at the real document width, so you can check wrapping and font sizes before saving.

Resetting a Footer

To discard your changes and return a footer to the standard Caruso wording:

Open the footer, or click the ellipsis (...) on its row in the Statement Footers list.
Select Reset to Caruso default.
Confirm the reset.

Resetting deletes your saved customisation and cannot be undone. It affects only that footer; the other four are unchanged. The option is unavailable on a footer you have not customised.

If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.