Register of Director Shareholdings

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Overview

A Register which displays company directors (past or present) that are also shareholders (past or present).

Instructions

From the Main Toolbar, navigate to Reports mceclip0.png

Select Register of Director Shareholdings.

CAS 360 will display the Report Filters screen.

Report Filters Explanation
Agent

Filter the list of companies on the Agent selected for the company from the General Details screen.
Report Date Set a Date to be displayed on the report.
Company Status Options

Filter the list of companies based on the company statuses.

Click on a status to hide/display companies.

Select  Current Client Only to only show companies marked as current. The Current Client setting is located under Company Info | Client Data.
Labels Set a Company Label as a filter when preparing the Report.
Download Options

Select mceclip1.png to display each company on its own separate PDF.

Select mceclip4.png to display register of all selected companies in a single PDF.

Select one or multiple companies, and click Snap1.png

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