CAS 360 Product Update – 2 November 2023

Teagan Crozier

We are excited to announce the latest CAS 360 update!

What's New?

Document Templates: A new long-date format merge field (e.g. 7th day of October 2023) has been created for all document templates, including freeform documents. Learn More

Merge Fields: To display passport/identity details on documents and forms, several new (optional) merge fields have been added, including:

  • Appointed Officer ID number
  • Ceased Officer ID number
  • Shareholder ID number
  • Ceased Shareholder ID number
  • Contact Address Change ID Number
  • Contact Name Change ID Number
  • Contact Details Change ID Number

If a contact has multiple of the same ID types, the merge field will populate the most recent ID type. Learn More

Reports Screen: The following registers have been added to the Registers List in the Reports screen:

  • Register of Registrable Controllers
  • Register of Nominee Directors
  • Register of Nominee Shareholders

AGM: A new field has been added to the Prepare Annual Return Documents screen to input:

  • Emolument/Remuneration Type (multiple categories can be chosen)
  • Directors Name
  • Amount

To account for this change, new AGM emolument type merge fields have been created for the following document templates:

  • Directors minutes/resolutions
  • Members minutes/resolutions
  • Shareholder consent letter to seek approval/inform of resolution

Company Report: If input, Nominee Shareholder details are now displayed in the Company report. Learn More

Plus, many more new features and improvements.

Stay tuned for future releases!

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