- SmartDocs - BGL SmartDocs has been added to CAS 360 Australia, allowing documents to be sent to your Firm and automatically attached to relevant document packs via a unique email address found on the Email Settings screen.
- Practice Management Integration - APS Contacts+ is now available
- Solvency Certificate - A Solvency Certificate will now be generated when preparing documents for a dividend.
- Dividends - There is now the option to display the IRD numbers when preparing Dividend Statements
- Practice Management Integration - APS Contacts+ is now available
- AML/CFT and CDD Requirements - Added the “Standard” level of CDD required, providing users with an option between Simplified and Enhanced CDD requirements.
Now commercially available!!!
- Company Registration - Now able to generate Company Registration documents for companies.
- Transfer of Shares - The Transfer Journal document is now included in the Document Production screen.
- Allotment of Shares - The Share Allotment document is now included in the Document Production screen.
CAS 360 UK is coming soon…
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People with Significant Control (PSC) - Document Production has been enabled and users can generate the following documents;
- Register of Significant Controller.
- PSC01 - Notice of Person with Significant Control.
- PSC07 - Notice of Ceasing to be a Person with Significant Control.