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 to display the information on the People Group Report. Click to save the selected settings as default.
Select one or multiple contacts, and click