Overview
A Register that displays the balance of shares held in each share type.
Instructions
| From the Main Toolbar, navigate to Reports |  |
Select Register of Substantial Shareholders
CAS 360 will display the Report Filters screen.
| Report Filters | Explanation |
|---|---|
| Jurisdiction |
Filter the list of companies by the Jurisdiction selected when the company is added. |
| Report Order |
Order the generated report by Company Name, Company Number, or Incorporation date. |
| Agent |
Filter the list of companies on the Agent selected for the company from the General Details screen. |
| Report Date | Set a Date to be displayed on the report. |
| Labels | Set a Company Label as a filter when preparing the Report. |
| Download Options |
Select Select |
to display the register of all selected companies in a single PDF
to display each company on its own separate PDFClick 