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 (Options include: Show Premiums Paid, Show total amount paid including premium) |
| Download Options | Select  to display each company on its own separate PDF |
Click 