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We’ve made some major changes to how you work with, and keep track of shareholders in Corporate admin:

Track individual share parcels and transactions

We've improved the company shareholders register with the ability to add historical transactions to both current and previous shareholders.

Added a new Historical shareholders section, which lists shareholders that had previously owned shares in the company, and their holding details. Each share parcel is listed separately.

To add a historical shareholding
  1. Select a company on your sidebar go to the Corporate admin > Shareholders tab.
  2. In the Historical shareholder section, click Add historical shareholding.
  3. Select:

    • Yes if the shareholder currently holds shares in the company
      or

    • No if the shareholder does not currently hold shares in the company.

  4. Enter the details of the transaction in the Share history details. If there is more than one transaction, click Add another transaction and enter the details.
  5. When you've entered all transactions, click Add. The transaction is added to the shareholder's history.
To view shareholder history
  1. Select a company on your sidebar and go to the Corporate admin > Shareholders tab.

  2. In the Historical shareholder section, click on the shareholder's row to view more details.

To edit or delete a historical transaction
  1. Select a company on your sidebar go to the Corporate admin > Shareholders tab.

  2. Scroll down to the Historical shareholder section.
  3. Hover over the row for the shareholder you want to edit or delete. The Ellipses button appears to the far right of the row.
  4. Click Ellipses and choose Edit to edit the transaction details, or Delete to delete the record.

 

Transfer, cancel or update specific share parcels

You can now choose a specific share parcel to transfer, cancel or update. If want to cancel, transfer or update only some shares in a parcel, you can enter a certificate no. for the remaining shares in the the Cert. no. for remaining shares field.

This new field appears in the Share change window of a 484 form when you select to transfer, cancel, update paid values or beneficial owner.

Summary of changes

Changes to Shareholders tab:

  • Added a new Historical shareholders section, which lists shareholders that had previously owned shares in the company, and their holding details.
  • Added a new Share structure section, which summarises all currently issued shares, per class, for the company.
  • Current shareholders section now lists each share parcel separately.

Changes to 484 form:

  • You can now choose a specific share parcel to transfer, cancel or update. If want to cancel, transfer or update only some shares in a parcel, you can enter a certificate no. for the remaining shares in the the Cert. no. for remaining shares field.