Prescribed interests are interests held by directors of companies that hold securities interests licenses which could influence their ability to give impartial advice on a security.
|From the Main Toolbar, go to Company.||
|Select the Company from the list.||
Select Prescribed Interests
CAS 360 will display the Prescribed Interest screen.
Begin typing the Contact's name. CAS 360 will begin searching the Global Contact screen for the person. If the Contact has not been previously added to the Global Contact screen, will appear.
Clickto add a new contact.
|Date Commenced/Ceased||Enter the Appropriate date of the Prescribed Interest.|
Enter the details of the Prescribed Interest