Overview
A Register which displays Trust Unitholders (past or present).
Instructions
| From the Main Toolbar, navigate to Reports |  |
Select Register of Unitholders.
CAS 360 will display the Report Filters screen.
| Report Filters | Explanation |
|---|---|
| Report Date | Set a Date to be displayed on the report. |
| Label | Set a Company Label as a filter when preparing the Report. |
| Register Specific Options | Select  beside each option to determine the information displayed in the report. |
| Number of decimal places for $ amounts | Select how many decimal places will show for amounts. |
| Register Name Order | Select the Unitholders Register to be in First Name, Surname or Surname, First Name order. |
| Download Options |
Select Select |
to display each company on its own separate PDF.
to display register of all selected companies in a single PDF.Select one or multiple trusts, and click 