Successor Director and keeping the information

Jaane Paul

• 13 September 2023 02:44

Hi 

Is there a section in CAS were we can capture the succession plan?

We have just done a huge exercise with our clients that have no succession plan in place and now realised we have not where to capture this in CAS that I can find.

Any ideas be happy to hear, thank you

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• Official comment

  

  Andre Jones

  • 13 September 2023 06:08

  Hi Jaane Paul, 
  Thank you for getting in contact with us today. 
  In relation to your post within CAS 360, there is a Succession Directors Listing Report. 
  This report may assist you in your current situation, for more information on this report feel free to read our article, Succession Directors Listing Report.  
  
  

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