The Trust Report lists all the details of a Trust as a Trust Summary Report.
|From the Main Toolbar, go to Reports|
|Select Trust Report|
CAS 360 will display the Report Filter Tab.
Filter the company list by jurisdiction.
|Report Date||Set a Date to be displayed on the report.|
|Positions and Holdings||
Select Current to display current shareholders and officeholders.
Select All to display all current and previous Unitholders and other positions.
Set a Company Label as a filter when preparing the Trust Listing Report.
Review the Report Settings to customise the report.
Select the toggle beside the optionsto display the information on the trust report.
Clickto save the selected settings as default.