Register of Substantial Shareholders – CAS 360 New Zealand

Overview

A Register that displays the balance of shares held in each share type.

From the Main Toolbar, navigate to Reports

Select Register of Substantial Shareholders

CAS 360 will display the Report Filters screen.

Report Filters	Explanation
Jurisdiction	Filter the list of companies by the Jurisdiction selected when the company is added.
Report Order	Order the generated report by Company Name, Company Number, or Incorporation date.
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.
Labels	Set a Company Label as a filter when preparing the Report.
Download Options	Select to display the register of all selected companies in a single PDF Select to display each company on its own separate PDF

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