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 for better record keeping and parcel tracking.
Tracking individual share parcels
We now list each individual share parcel separately in a company's Shareholders tab. These parcels can have multiple transactions listed under them.
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 transfer, cancel or update only some shares in a parcel, you can enter a certificate no. for the remaining shares in the Cert. no. for remaining shares field.
This new field appears in the Share change window of a 484 form when you choose 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. Each share parcel is listed separately.