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- Go to Share Allotments (located on the top bar) > Add a Share Allotment Use the drop down list by ‘Allottee’ to pick either people already in the c...

To do a share transfer, go to Company > Select a company Once you’re on the company’s homepage, go to Company > Connections Select the Share ...

To add a share class, go to Company > Select a company Once you’re on the company’s homepage, go to Company > Connections Select th...

Menu > Company > Share Centre > Add a transaction - Select Conversion and then click Next - Choose which share class you're converting from, ...

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 f...

You must identify voting and non-voting share classes for PSCs and for any Group Share Ownership charts you may produce. PSCs are usually determined by the...

To add a share class, go to Company > Select a company Once you’re on the company’s homepage, go to Company > Connections Select the Sh...