Just these help pages, not phone support or the product itself
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We’ve made some enhancements to the way you work with shareholders in Corporate admin.
We've added more functionality and given the Shareholders tab a new look, so you can track individual share parcels even more closely.
Track individual share parcels
We now list each individual parcel of shares separately in a company's Shareholders tab.
We've also added the ability to add or edit certificate numbers and distinctive numbers when you make share changes.
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.
Keep a record of historical transactions.
We've improved the company shareholders register with the ability to view and add historical transactions to both current and previous shareholders.
We've added a new Historical shareholders section to company's Shareholders tab. This section lists previously owned shares in the company, and their holding details. Each share parcel is listed separately.
Select a company on your sidebar go to the Corporate admin > Shareholders tab.
In the Historical shareholder section, click Add historical shareholding.
Select:
Yes if the shareholder currently holds shares in the company or
No if the shareholder does not currently hold shares in the company.
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.
When you've entered all transactions, click Add. The transaction is added to the shareholder's history.