Companies with the Company Class of "Limited by Guarantee" or "Limited by Shares and Guarantee" can add a non-share member in the Members / Shareholders screen.
|From the Main Toolbar, go to Company.
|Select the Company from the list.
|Select Members / Shareholders.
If the Company is only Limited by Guarantee, this will only display as Members.
For Companies Limited by Guarantee only click .
For Companies Limited by Shares and Guarantee click , then select Non-Share Member.
CAS 360 will display the Members screen.
|Input the date for the guarantee of the member.
|Input the ceased date for the member.
In the Member field, begin typing the new member's name. CAS 360 will search the Global Contacts screen for the person. If the contact has not been previously added to the Global Contacts screen, will display.
Click to add a new contact.
Select the currency.
|Input the guarantee amount including decimals.
|Select the meeting status of the member which will display on the Resolutions.
|Add extra notes which will show on the Register of Members.
|Click to add information relating to the certificate location and Unique Numbers
CAS 360 will automatically select Transaction. Leave as is.
|This will be the share certificate number. CAS 360 will automatically pre-fill a number based on previous transactions.
CAS 360 will display the Document Production screen and automatically select the documents required:
- Cover Letter
- Company Change Summary
- Register of Members