Add a Non-Share Member

  • Updated

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.

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Select the Company from the list.

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Select Members / Shareholders.

If the Company is only Limited by Guarantee, this will only display as Members. 		A.pngB.png

For Companies Limited by Guarantee only click 3.png.

For Companies Limited by Shares and Guarantee click 4.png, 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, 5.png will display.

Click 5.png 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 6.png to add extra notes which will show on the Register of Members.
Certificate Details Click 6.png 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 7.png

Forms Prepared

CAS 360 will display the Document Production screen and automatically select the documents required:

  • Register of Members
  • Application for Membership
  • Members Minutes or Resolution
  • Notice of EGM
  • Directors Minutes or Resolution

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