Register of Members/Shareholders

  • Updated

Overview

A Register which displays company shareholders (past or present).

Instructions

From the Main Toolbar, navigate to Reports mceclip0.png

Select Register of Members/Shareholders.

CAS 360 will display the Report Filters screen.

Report Filters Explanation
Agent

Filter the list of companies on the Agent selected for the company from the General Details screen.
Report Date Set a Date to be displayed on the report.
Label Set a Company Label as a filter when preparing the Report.
Register Specific Options

Select  beside each option to determine the information displayed in the report.

(Options include: Show Premiums Paid, Show Historical Data, Show in Date Order, Includes Notes, Only prepare top 20 and Show Beneficial owners)
Number of decimal places for $ amounts Select how many decimal places will show for amounts. 
Register Name Order Select the Members Register to be in First Name, Surname or Surname, First Name order.  
Download Options

Select mceclip1.png to display each company on its own separate PDF.

Select mceclip4.png to display register of all selected companies in a single PDF.

Select one or multiple companies, and click Snap1.png

Can't find what you're looking for?

How can we improve this article for you?