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 for better record keeping and tracking of parcels.

Here's a quick summary of all the changes:

• Added two new sections to the company Shareholders tab:
  

  • Share structure summarises all currently issued shares, per class, for the company.

  • Historical shareholders details previously owned shares in the company, and their holding details.

• Added 4 new columns to the Current shareholders section of the Shareholders tab: start date, end date, certificate no. and distinctive nos.

• You can now choose a specific share parcel to transfer, cancel or update when preparing a form 484. If you choose to cancel, transfer or update only some shares in a parcel, you can enter a certificate no. for the remaining shares.
• You can now add details of previous shareholdings to the share register. See Keeping a record of historical transactions below for more details.

Tracking individual share parcels

We now list each individual parcel of shares separately in a company's Shareholders tab. These parcels can have multiple transactions listed under them.

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We've also added the ability to add or edit certificate numbers and distinctive numbers when you make any share change, or add historical share transactions.

Transferring, cancelling or updating specific share parcels

You can 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.

Keeping 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.