Getting Started

Learn the basics of CAS 360, from setting up a company to managing your trusts.

Switching to CAS 360

How do I switch from CAS Desktop to CAS 360?
Making the switch from CAS Desktop to CAS 360 can seem daunting at first, but BGL will assist clients to m...
Importing Company Data from ACRA
Reduce time taken manually entering your client’s company data into CAS 360 by utilising the new Search...
How to Invite the BGL Client Success Team to a CAS 360 License
In order for Client Success to commence the migration of your data, you will be required to invite the tea...
Migrate from CAS to CAS 360
Migration InstructionsWhen migrating from CAS Desktop to CAS 360 the Client Success Team will be assisting...
Pre-Migration Guide from CAS Desktop to CAS 360
This guide is to prepare your company data in CAS Desktop for migration to CAS 360.Inactive CompaniesPleas...
Transferring a company from one CAS 360 subscription to another CAS 360 subscription
OverviewBGL offers a free company transfer service between CAS 360 subscriptions. This process allows comp...

CAS 360 Learning Channel
OverviewThe BGL Learning Channel is an on-demand, self-paced training platform where CAS 360 users can com...
Electronically Filing Documents to ACRA
Overview CAS 360 makes filing company changes with ACRA easier than ever before. We have combined the Do...
Forms available in CAS 360
OverviewThe following forms can be generated within CAS 360, available when preparing documents for the ou...
How to Set up MFA with Authentication App
Multi-Factor Authentication (MFA), sometimes known as Two Factor Authentication, 2FA, 2SA or TFA is a secu...
How to Set up MFA with SMS
Multi-Factor Authentication (MFA), sometimes known as Two Factor Authentication, 2FA, 2SA or TFA is a secu...
Invite Users / Adding Users
Overview With CAS 360, explore the benefits of interconnectivity between Managers, Employees, Directors a...

AML/CDD Compliance Alert
AML/CDD Compliance AlertThis Alert in CAS 360 will instantly remind you of any key issues for each of your...
AML/CFT and CDD Requirements
What is Customer Due Diligence?Customer Due Diligence (CDD), is the process where relevant information abo...
Annual General Meeting and Annual Return Alerts
Manage all of your clients' Annual General Meeting and Annual Return dates (due, upcoming, overdue) with d...
Calculate AGM / Annual Return Date
The CAS 360 AGM Calculator is easy and simple to use, to quickly calculate a company’s next AGM date, enab...
CAS 360 Alerts
CAS 360 will revolutionise the way you work, in fact, you will wonder how you ever lived without it. Simpl...
CAS 360 Conventions
CAS 360 ConventionsOne of the main objectives of CAS 360 is to enable company data to be entered as quickl...

Add a Non-Share Member (Limited by Guarantee Companies)
Details This article will guide you through adding a Non‑Share Member in CAS 360 for companies limited by ...
Addresses
OverviewThe Addresses screen contains all the address information for the company.Singapore companies must...
Bank Accounts
Navigation From the Main Toolbar, go to Company Select the Company from the list Select Relatio...
Company Documents
Overview The CAS 360 Company Documents screen allows users to view all documents specific to the company s...
Company Info
OverviewThe Company Info screen is a collection of all company data that is not attached to a contact.This...
Company Selection
Once you have logged into CAS 360, you will be automatically directed to the Company Selection screen. Thi...

Discretionary Trust Distributions
Details For trusts, a Distribution is a payment made to the Trust Beneficiaries or Unitholders. In CAS 3...
How to add a Trust
From the Main Toolbar, go to Trust. Click Select Add New Trust CAS 360 will now display the Add Trus...
How to add relationships to a Trust
Users are able to add multiple relationships to a Trust. This can be done from within the Trust. Users wil...
Public Officer - Trusts
Overview A public-officer relationship can now be added to Trust. Navigation From the Main Toolbar, g...
Trust Administration
OverviewThe trust administration screen allows for the recording of all additional non-financial transacti...
Trust Beneficiaries
Details When a Discretionary, Bare or Hybrid Trust has been set up in CAS 360 you will be able to add the ...

AML/CDD Checks for Contacts / Identification Information for Contacts
What is Customer Due Diligence?Customer Due Diligence (CDD), is the process where relevant information abo...
Contact Labels
Labels in CAS 360Labels are used in CAS 360 to group Contacts together for quick selection and reporting p...
Contacts
The Contacts screen in CAS 360 is a global database listing all contacts and addresses that have been ad...
Global Addresses
OverviewThe Global Addresses screen will list all addresses created in CAS 360 and addresses migrated from...
Global Contacts
OverviewThe Global Contacts screen in CAS 360 is a global database listing all contacts that have been add...
How to add / edit / set a default email address
SolutionTo add, edit, or set a default email address to an existing contact in CAS 360, follow the steps b...

Daily Email Notifications
OverviewRegister to receive automated daily, weekly or fortnightly emails for important notifications and ...
Email Settings
Overview The Email Settings screen allows you to set the email sender name and reply-to address for email...
ID Verification Screen
Overview The ID Verification screen allows you to track and manage all BGLiD verification requests within ...
Inbox
OverviewThe CAS 360 inbox stores all notifications received from ACRA, BGL and integrated partners. Naviga...
Messages
The Messages screen in CAS 360 is a global database detailing all notifications received, sent or schedu...
Notification System
OverviewCAS 360 has a new and powerful notification system, where users will receive all communication fro...

MyBGL Billing
Accessing MyBGL From CAS 360 To access MyBGL from CAS 360, use the app switcher in the top right-hand co...
MyBGL Contact List
Accessing MyBGL From CAS 360To access MyBGL from CAS 360, use the app switcher in the top right-hand corne...
MyBGL Dashboard
Accessing MyBGL From CAS 360 To access MyBGL from CAS 360, use the app switcher in the top right-hand cor...
MyBGL FAQ's
What to do if MyBGL is not loading? Note: You may encounter some issue loading MyBGL if you are using Saf...
MyBGL Payment Details
Accessing MyBGL From CAS 360 To access MyBGL from CAS 360, use the app switcher in the top right-hand co...
MyBGL Products
Accessing MyBGL From CAS 360 To access MyBGL from CAS 360, use the app switcher in the top right-hand co...