A Register which displays company directors (past or present) that are also shareholders (past or present).
|From the Main Toolbar, navigate to Reports
Select Register of Director Shareholdings.
CAS 360 will display the Report Filters screen.
|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.
|Set a Company Label as a filter when preparing the Report.
Select to display each company on its own separate PDF.
Select to display register of all selected companies in a single PDF.
Select one or multiple companies, and click