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:
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Select one or more checkboxes in the Responsible Jurisdiction section of the form.
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Select one or more checkboxes in the Contacts section of the form.
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Select the Organisation Types you wish to include in the report.
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To view the report, click View Report.
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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.