PSC Listing Report

  • Updated

Overview 

The PSC Listing Report lists all Persons with Significant Control (PSC) information for all companies, providing a consolidated view to assist with maintaining accurate PSC registers and ensuring compliance with Companies House requirements.

The report can also be generated within CAS 360 for internal use, allowing you to manage and monitor PSC records across multiple companies. 

Instructions 

From the Main Toolbar, navigate to Reports mceclip0.png

Under the Other Reports section, select the PSC Listing Report.  

Report Filters

Report Filters Explanation
Agent Filter the list of companies on the Agent selected for the company from the General Details screen.
Report Date Set a Date to be displayed on the report.
Company Status Options

Filter the list of companies based on the company statuses.

Click on a status to hide/display companies.

Select Current Client Only to only show companies marked as current. The Current Client setting is located under Company Info 

Labels  Set a Company Label as a filter when preparing the Report. 
PSC Listing Options  PSC Only 
PSC & Director 
Show Date of Birth as Month only

Export Options

The People Group Report can be exported in the following formats:

  • PDF
  • Excel (.xlsx)

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