- Document Production - Added the option to review and add company notes in the document production screen.
- Document Review - Added a 'Reviewed By' column to the document review screen.
- People Group Report - Added the option to include a contact's 'Trust Contact' position in the People Group Report.
- Trustee Resolution - Added a setting to require all Representatives to sign the resolution.
- Form 484 - We’ve updated the form’s default setting so CAS 360 will now automatically show the previous name on Form 484, ensuring it better complies with the compliance requirements.
- Freeform Documents - In this release, we have updated the terminology used in the Freeform Documents to display Members instead of Shareholders.
- Compliance (Trusts) – UK Trusts are now supported in the Trust’s Compliance tab.
- Compliance - Added 'Linked Companies' support to the Company Contacts screen. This is utilised in the AML Compliance tab workflow.
-
Comparison Report - Improvements have been made to the UK Comparison Report workflow:
- Now displays an ‘Attention’ notification where a mismatch appears.
- Added a ‘Refresh’ button that re-requests and updates the Companies House data used in the Comparison Report.
- Failed Comparison Reports will now display the “Please Review” status.
- Updated Comparison Report filters
-
Confirmation Statements - Improvements have been made to the Confirmation Statement SIC modal, now displaying all business activity for the selected company as of the confirmation statement date.