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CAS 360 Product Update – 18 January 2024

What's New?

BGLiD Automatic Re-Try
In the event of a failed ID verification attempt by a client, BGLiD will automatically email the contact notifying them of the unsuccessful verification and request they retry (at no additional cost). Learn More

BGLiD Email Reminders
Automated email reminders can be sent up to 7 days after initiating an ID request. This feature is optional and can be selected when sending a BGLiD request. Learn More

BGLiD Email Confirmations
After successful ID verification, automated email confirmations can be sent to the contact and the requester. This feature is optional and can be selected when sending a BGLiD request. Learn More

BGLiD Preferred ID Source
A new dropdown list has been added to the Verify Identity screen providing the ability to select the preferred ID source if multiple ID types are linked to a contact. Learn More

Member Register
The Register of Members has been added to Document Production for all shareholder transaction changes for other jurisdictions. Learn More

Compliance Status Listing Report
The Compliance Status Listing Report now displays all partners and managers in the report when the company has multiple partners/managers. Learn More

Plus, many more new features and improvements.

Stay tuned for future releases!

Shami DeSilva
CAS 360 Product Manager
E: [email protected] | P: 0800 444 408
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Shami DeSilva

Author Shami DeSilva

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