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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.
- Hover over the row for the shareholder you want to edit or delete. The
button appears to the far right of the row. - Click 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.
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