Enter the current and previous shareholders. shareholders are the owners of a company. Members provide capital to a company, usually through the purchase of shares.
This screen also breaks each shareholding by share class, so CAS360 users are easily able to see the differences between share classes.
|From the Main Toolbar, go to Company.||
|Select the Company from the list.||
Shareholder live check
Every time users access the Shareholders screen, CAS 360 checks the Company Shareholders against the Companies Office database.
If there are any mismatches, CAS 360 will display the message below:
To investigate the mismatches, click
CAS 360 will display a comparison report for the mismatches.
If the shareholder does not exist in CAS 360, Click
CAS 360 will proceed to download the shareholder information and record the shareholding into the shareholders screen.
The Shareholder Filters section contains Doughnut Graphs that reflect the number of shares held between different shareholders and a comparison of the different share types issued by the company.
Hovering over the Shareholders graph will show users the number of shares the shareholder hold of that share type
Date of Birth
Place of Birth
- Company Number
To edit any of these details, select
icon will appear beside shareholders where the shares are Not Beneficially held (the shares are held on behalf of another entity).
Hover the mouse over the icon to display the name of the Beneficial Owner as well as their Address, Email, Mobile, TFN and Place of Birth
CAS 360 will display the Share Certificate number in the Shareholders screen
To change the certificate number, beside the shareholder, clickand select Edit
To add a Shareholder, click
Use the Search box to look up for a specific shareholder.
The search can be used to search for any data in the Shareholders screen including:
- number of shares
- certificate number
- beneficial owner
Users can also sort the shareholder screen by each column heading
Clickto view the following:
|Print Current Register||This will produce a PDF of the register with only current shareholders.|
|Print Historical Register||This will produce a PDF of the register with current and previous shareholders.|
CAS 360 is able to produce forms for a number of Shareholder changes such as:
- Shareholders' Balances
- Non-share Member (Coming Soon)
- Share Transfers
- Change of Beneficial Ownership
- Changes to Amounts Paid
- Return of Capital
- Share Buy Backs
To enter Dividends, click
See Dividend Statements for more information.
Select the button (far right-hand side of the screen) to:
- Prepare a Company Report