Public Officer - Trusts – CAS 360 Singapore

Overview

A public-officer relationship can now be added to Trust.

Click Add Relationship +

Select Public Officer.

Instructions

CAS 360 will display the Add Public Officer screen.

Field	Explanation
Name	Begin typing the public officer's name. CAS 360 will begin searching the Global Contact screen for the person. If the Contact has not been previously added to the Global Contact screen, the option to add a new contact will appear. Click "+ Add New" to add a new contact.
Status	Select the New Status of the Public Officer. Select between Appointed, Resigned or Removed.
Appointed Date/Date Ceased	Enter the appropriate date of the change.

Field

Explanation

Name

Begin typing the public officer's name. CAS 360 will begin searching the Global Contact screen for the person.
If the Contact has not been previously added to the Global Contact screen, the option to add a new contact will appear.

Click "+ Add New" to add a new contact.

Status

Select the New Status of the Public Officer. Select between Appointed, Resigned or Removed. 

Appointed Date/Date Ceased

Enter the appropriate date of the change.

Click Save.

Forms Prepared

CAS 360 will automatically select the documents required:

Trustee Minutes or Resolution
Register of Trust Events
Register of Trust Relationships

Public Officer - Trusts

Overview

Navigation

Instructions

Forms Prepared

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From the Main Toolbar, go to Company.
Select the Trust from the list.
Select Relationships