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