A Register which displays company shareholders (past or present).
|From the Main Toolbar, navigate to Reports|
Select Members Register.
CAS 360 will display the Report Filters screen.
Filter the company list by jurisdiction.
Select All Agents.
|Register Date||Set a Date to be displayed on the report. Keep as Today's Date.|
|Register Specific Options||
Selectbeside each option to determine the information displayed in the report.
(Options include: Show Premiums Paid, Show Historical Data, Show in Date Order, Includes Notes and Only prepare top 20)
|Number of decimal places for $ amounts||
Select how many decimal places are share or unit register will show for amounts paid
|Register Name order||
Select the Members Register to be in First Name, Surname or Surname, First Name order.
Set a Company Label as a filter when preparing the Company Listing Report
|Download Options||Selectto display each company on its own separate PDF|