Trust Relationships Register

Details

The Register of Trust Relationships lists all the relationships added for a Trust.

Instructions

From the Main Toolbar, go to Reports.
Select Register of Trust Relationships.

CAS 360 will display the Report Settings screen.

Selecting a trust

Select the trust(s) to appear in the register by flagging the tick box

Use the search field to filter the list of trusts.

Field	Explanation
Report Date	The date on the report. The date will also determine the relationship information to appear on the report.
Labels	Set a Label as a filter for the trust list.
Show Historical Data	Select YES to include previous relationships in the register
Download As Combined File	Select YES to combine multiple selected trust registers as a single PDF. If not selected, CAS 360 will generate an individual pdf for each selected trust.

Click Export as...

The Register of Trust Relationships is able to be exported as a PDF and Word document.