Overview
CAS 360 gives users the ability to prepare contact detail change forms for a single contact who may be involved with multiple companies in one easy and quick function.
Navigation
| From the Main Toolbar, go to Multiple. |
Select 
| Field | Explanation |
|---|---|
| Contact | Select the Officer/Member |
Once a contact has been selected, select the following questions to edit/add information about the contact.
Would you like to add/edit the ID/Passport?
| Field | Explanation |
|---|---|
| ID Type | Select the ID type (HK ID or Passport) |
| ID Number | Enter the ID Number |
| Issue Date | Enter the date the ID was issued |
| Expiry Date | Enter the date the ID will expire |
| Effective Date | Date of Change |
Would you like to add/edit the Correspondence Address?
| Field | Explanation |
|---|---|
| Correspondence Address | Enter the Correspondence Address of the Contact. |
| Effective Date | Enter the date of the change |
Would you like to add/edit the Email?
| Field | Explanation |
|---|---|
| Would you like to add/edit the Email? | Toggle on if the contact needs an email attached or updated |
|
|
Enter the new Email address |
| Effective Date | Date of Change |
Would you like to add/edit the Licence?
| Field | Explanation |
|---|---|
| Licence Type | Select the licence type |
| Is a licence required? | Toggle on if the licence is required |
| Reason? (If you selected no for Is a licence required) | Enter in the text box the reason the licence is not required |
| Licence Number (If you selected yes for 'Is a licence required) | Enter the Licence Number |
| Issue Date | Enter the date the licence was issued |
| Expiry Date | Enter the date the licence will expire |
| Effective Date | Date of Change |
Click 
Forms Prepared
CAS 360 will display the Document Production screen and automatically select the documents required:
- Cover Letter (optional)
- Directors Minutes or Resolution
- Register of Directors
- Register of Secretaries
- Form ND7 - Notice of Change in Particulars of Reserve Director
- Form ND2B - Notice of Change in Particulars of Company Secretary and Director
Note: The form generated will depend on the Contact selected for the change.
CAS 360 allows you to prepare and either download or send these documents from the document production screen.