The Register of Beneficiaries lists all the Beneficiaries recorded for the trust.
|From the Main Toolbar, go to Reports|
Select Register of Beneficiaries.
CAS 360 will display the Report Settings screen.
Selecting a trust
Select the trust(s) to appear in the register by flagging the tick box
Use the search field to filter the list of trusts.
The date on the report. The date will also determine the relationship information to appear on the report.
|Labels||Set a Label as a filter for the trust list.|
||Select to include previous relationships in the register|
|Select to combine multiple selected trusts registers as a single pdf. If not selected, CAS 360 will generate an individual pdf for each selected trust.|
The Trust Events Register is able to be exported as a PDF and Word file.
The register can also be prepared from the Trust Screen.