Overview
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.
Navigation
| From the Main Toolbar, go to Company. |
|
| Select the Company from the list. |
|
| Select Shareholders |  |
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.
Shareholder Filters
The Current Shareholder filter allows Shareholders to be sorted by Current Shareholders. Selecting this option allows the users to toggle between the current shareholder transactions view and Current Shareholders View.
The Shareholder Filters section also 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 holds of that share type
Special Rights
The Shareholders Screen allows you to view and manage any unique privileges attached to specific shares. These rights can include voting powers, dividend preferences, or other shareholder-specific benefits.
For recording Special Rights, see Issuing/Allotting Shares.
Where to Find Special Rights Details
The Special Rights information is located beneath the Shareholders Graph. This section displays a summary of any special rights associated with the selected shareholder's shares.
How to Edit Special Rights
- Hover your mouse over the special rights text to reveal the edit option.
- Click the Pencil Icon to enable editing.
- Enter or update the special rights details as needed.
- Click Save
Shareholder Details
Under the Name column, hover your cursor over the information icon . Users will be able to instantly see the shareholder:
-
Name
-
Address
-
Date of Birth
-
Place of Birth
-
Mobile Number
- Company Number
- NZBN
To edit any of these details, select
Beneficial Owners
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
Certificate Number
CAS 360 will display the Share Certificate number in the Shareholders screen
To change the certificate number, beside the shareholder, click 
and select Edit
Details
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:
- date
- transaction-type
- number of shares
- certificate number
- beneficial owner
Users can also sort the shareholder screen by each column heading
Click to view the following:
| Option | Description |
|---|---|
| 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:
- Allotments
- Subscriptions
- Shareholders' Balances
- Non-share Member (Coming Soon)
- Share Transfers
- Cancellations
- Redemptions
- Change of Beneficial Ownership
- Changes to Amounts Paid
- Subdivisions
- Consolidation
- Conversions
- Return of Capital
- Share Buy Backs
To enter Dividends, click
See Dividend Statements for more information.
Additional Options
Select the 
button (far right-hand side of the screen) to:
- Prepare a Company Report