Details
Companies with the Company Class of "Limited by Guarantee" or "Limited by Shares and Guarantee" can add a non-share member in the Members / Shareholders screen.
Navigation
From the Main Toolbar, go to Company. | |
Select the Company from the list. | |
Select Members / Shareholders. If the Company is only Limited by Guarantee, this will only display as Members. |
For Companies Limited by Guarantee only click .
For Companies Limited by Shares and Guarantee click , then select Non-Share Member.
Instructions
CAS 360 will display the Members screen.
Field | Explanation |
---|---|
Effective Date
|
Input the date for the guarantee of the member. |
Ceased Date
|
Input the ceased date for the member. |
Member |
In the Member field, begin typing the new member's name. CAS 360 will search the Global Contacts screen for the person. If the contact has not been previously added to the Global Contacts screen, will display. Click to add a new contact. |
Currency |
Select the currency. |
Guarantee Amount
|
Input the guarantee amount including decimals. |
Meeting Status
|
Select the meeting status of the member which will display on the Resolutions. |
Notes | Click to add extra notes which will show on the Register of Members. |
Certificate Details | Click to add information relating to the certificate location and Unique Numbers |
Certificate Type
|
CAS 360 will automatically select Transaction. Leave as is. |
Certificate Number
|
This will be the share certificate number. CAS 360 will automatically pre-fill a number based on previous shareholder transactions. |
Click
Forms Prepared
CAS 360 will display the Document Production screen and automatically select the documents required:
- Cover Letter
- Register of Shareholders