In a clients annual review it is showing 2 shares. These were originally processed as being non beneficially held. A 484 was submitted to change these to be beneficially held. Unfortunately what has happened is now only 2 shares are showing but the members each have 1 beneficially held and 1 non beneficially held. How do I go about fixing this in CAS 360
Is the information correct with ASIC now? If not, I would first prepare a correction form and send through to ASIC.
To amend in CAS, go to the shareholder tab and Edit the holding and toggle the question “Are the shares held on behalf of another person etc”.
Hopefully that helps!