Overview
To report on all the trusts that have been created in CAS360 use the Trust Listing Report.
The Report will summarise the following:
- Trust Name
- Trustee
- Trust Formed
- Trustee Appointed
- Trust Type
- Settlor / founder
- Vesting Date
Instructions
From the Main Toolbar, navigate to Reports | |
Under Trust Reports, select Trust Listing |
CAS 360 will display the Report Filters tab.
The following filters can be set for the report from the right-hand side:
Filter | Explanation |
---|---|
Jurisdiction | Filter the Trust list by jurisdiction. |
Report Date | Set a date to display on the report |
Label | Set a Company Label as a filter when preparing the Company Listing Report |
Review the Report Settings to customise the report if needed:
To generate the report, select the desired Trusts and Click
The Trust Listing Report can be exported as an XLS or PDF.