A Register which displays Trust Unitholders (past or present).
|From the Main Toolbar, navigate to Reports|
Select Unitholders Register.
CAS 360 will display the Report Filters screen.
|Report Date||Set a Date to be displayed on the report. Keep as Today's Date.|
|Label||Set a Company Label as a filter when preparing the Company Listing Report.|
|Register Specific Options||
Selectbeside each option to determine the information displayed in the report.
(Options include: Show Premiums Paid, Show total amount paid including premium)
|Download Options||Selectto display each company on its own separate PDF|