Details
The People Group Report lists all the details of a contact. The data listed includes:
- Contact Identifiers
- Contact Address
- Public Officers (Companies)
- Officer Positions
- Shareholdings/Members
- Guarantors
- Registrable Controllers
- Data Protection Officer
- Beneficiaries
- Unitholdings
- Trustees
- Appointors
- Settlors
- Accountants
- Auditors
- Lawyer
- Investment Adviser
- Bank
- Liquidator
- Alternate Appointors
- Independent Trustees
- Public Officer (Trusts)
- Trust Details
- Other Positions
- Other Dictatorships
- Business Names
- Chargee
- Previous Chargee
- Charges Person Delivering Satisfaction Release
- Representative Of
- Representatives
- Director Intrests
- People with Significant Control
Instructions
| From the Main Toolbar, navigate to Reports |
Select People Group Report.
CAS 360 will display the Report Filters screen.
| Report Filters | Explanation |
|---|---|
| Report Date | Set a Date to be displayed on the report. |
| Show Company Numbers | Select  to display the UEN beside each contact in the people group report |
| Positions and Holdings | Select Current to only display current positions and holdings. All will display all current and historical positions and holding |
Review the Report Settings to customise the report.
Select the toggle beside the options 
Select one or multiple contacts, and click