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. There must be no director interests entered previously to be able to import the data.

Navigation

From the Main Toolbar, go to Company.
Select the Company from the list.
Select Officers

Importing Director Interests

In the Officers screen, to add Director Interests, click

Select Review Director Interests.

If there is no director interests 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.

To edit or delete any previously recorded interests, select .

To generate the Register of Director Interests, select .