Unitholders Register

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Overview

A Register which displays Trust Unitholders (past or present).

Instructions

From the Main Toolbar, navigate to Reports

Select Unitholders Register.

CAS 360 will display the Report Filters screen.

Report Filters Explanation
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

Select  beside each option to determine the information displayed in the report.

(Options include: Show Premiums Paid, Show total amount paid including premium)

Download Options Select  to display each company on its own separate PDF

Click 

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