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Financial Organisation Contacts Report

Use this report to crete a list of the primary and/or secondary contact people for selected jurisdictions. The report can also be downloaded as an Excel spreadhseet to facilitate mail merges and group emails.

To create the report:

  1. Select one or more checkboxes in the Responsible Jurisdiction section of the form.

  2. Select one or more checkboxes in the Contacts section of the form.

  3. Select the Organisation Types you wish to include in the report.

  4. To view the report, click View Report.

  5. To export the report data to Excel, click Export to Excel. You will be prompted to either open the report or save it to disk.