If you would like to add a company as a shareholder you must first add them as a “type” of
person. Adding a company as a “type” of person enables certain functions (such as allotting or
transferring shares) which you would not be able to if the company is just added as a Company.
A “type” of person on the system can be an individual person, a group of people, a partnership,
another company, or any other kind of organisation or corporate body. To add a company (as a
type of person) to the system go to
Person > Add a Person > Add
From here you are able to select "What type of "Person" is this?” see this below.
- Person
- Joint shareholder
- RLE (any company with it's own PSC register)
- Company on your “system name” list of companies
- Firm (a foreign company with no PSC register)
- Trust
- Legal person (a special office holder under PSC legislation)
If the company you would like to add as a “type” of person is also a company you look after and
is already on the system, select Company on your “system name” list of companies and
select the company from the dropdown menu. If they are not a company on the system and you
only need them on the system as a “type of person, select from on of the other options.
After all the relevant details have been filled in click Save. Now the company will be on the list of
people as a “type” of person. You will be able to select them when making a share allotment,
transfer.