Trusts
- Public Officer - Trusts
- How to add a Trust
- Trust Unitholders
- Trust Events
- Trust Selection
- How to add relationships to a Trust
Getting Started
- Navigation
- Forms available in CAS 360
- Electronically Filing Documents to ACRA
- User Manager
- Profile Management
- Invite Users / Adding Users
Switching to CAS 360
Company Management
- Bank Accounts
- Add a Non-Share Member
- How to add a Company
- Company Selection
- Relationships
- Shareholders
Messages
See all 9 articlesFeatures
- Freeform Documents
- CAS 360 Alerts
- AML/CFT and CDD Requirements
- AML/CDD Compliance Alert
- Annual General Meeting and Annual Return Alerts
- Calculate AGM / Annual Return Date
Contacts and Addresses
- AML/CDD Checks for Contacts / Identification Information for Contacts
- How to consolidate duplicate contacts
- How to add Identification to a Contact?
- How to create a Joint Member
- Contacts
- How to consolidate duplicate addresses
MyBGL
- MyBGL Training
- MyBGL Payment Details
- MyBGL Products
- MyBGL Billing
- MyBGL Dashboard
- MyBGL Roles & Permissions