Register of Beneficiaries

  • Updated

Details

The Register of Beneficiaries lists all the Beneficiaries recorded for the trust.

Instructions

From the Main Toolbar, go to Reports 442c5204b0144d27500c78025d20698ac3254ffec4d89afe75a731a93cce245b.png

Select Register of Beneficiaries.

CAS 360 will display the Report Settings screen.

Selecting a trust

Select the trust(s) to appear in the register by flagging the tick box be05fdffa3c70be03c7448db90070abcb87077fdb35d100138a68424b5aab7e8.png

Use the search field to filter the list of trusts.

Field Explanation
Report Date The date on the report. The date will also determine the relationship information to appear on the report.
Labels Set a Label as a filter for the trust list.
Show Historical Data
 Select 153c10b51588de3b431be68917bfc3e03d49c4540f9624856924dbbf91855587.png to include previous relationships in the register
Download As Combined File
 Select a883e681e54fa3a72eec5783254f83e6f831dcd16ac6e4dc96f40362ce0a1bcd.png to combine multiple selected trusts registers as a single pdf. If not selected, CAS 360 will generate an individual pdf for each selected trust.

Click e9346c4c216c3833fd0b3c31705cedf06040b67c98fe9539814ad274635b98d7.png

The Trust Events Register is able to be exported as a PDF and Word file.

The register can also be prepared from the Trust Screen.

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