Register of Members/Shareholders

  • Updated

Overview

A Register which displays company shareholders (past or present).

Instructions

From the Main Toolbar, navigate to Reports

Select Register of Shareholders.

CAS 360 will display the Report Filters screen.

Report Filters Explanation
Agent

Filter the list of companies on the Agent selected for the company from the General Details screen

Select All Agents.
Register Date Set a Date to be displayed on the report. Keep as Today's Date.
Register Specific Options

Select  beside each option to determine the information displayed in the report.

(Options include: Show Premiums Paid, Show Historical Data, Show in Date Order, Includes Notes, Only prepare top 20 and Show Beneficial owners)
Number of decimal places for $ amounts

Select how many decimal places are share or unit register will show for amounts paid 
Register Name order

Select the Members Register to be in First Name, Surname or Surname, First Name order.  
Download Options Select  to display each company on its own separate PDF

Click 

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