Overview
Director Interests are any potential conflicts of interest that a director may have in other companies/entities/organisations that could be seen to impact the decision-making ability of the director.
CAS 360 allows users to import the directorships and shareholdings of a company's directors, reducing the time wasted on needing to manually enter the data.
Navigation
| From the Main Toolbar, go to Company. |
|
| Select the Company from the list. |
|
| Select Officers |  |
Importing Director Interests
If there are no director interests recorded.
In the Officers screen, to add Director Interests, click
Select Review Director Interests.
If no director interests are entered, CAS 360 will display the Import linked Director Interests button.
Clicking the button will display a message asking the user to confirm. Click to import the director's interests.
CAS 360 will then import directorships and shareholdings of each director recorded in the CAS 360 database.
If there are already linked interests entered.
If there are Linked Director interests entered, to import any new linked interests, click either:
- The
to update all directors within the company, or
- The
on a director to update their linked interests individually.
To edit or delete any previously recorded interests, select .
To generate the Register of Director Interests, select .
Clicking the arrow allows for the printing of either the current register or the historical register.