Add a Beneficial Owner to an existing Share Transaction

Details

The Beneficial Owner of shares can be recorded when entering a relevant transaction in the Shareholders screen.

In the event that this Beneficial Owner has not been entered into an existing transaction, you are able to edit and add the details after entering the initial transaction.

Navigation 

From the Main Toolbar, go to Company.
Select the Company from the list.
Select Shareholders

Instructions

1. Locate the transaction you want to edit to record a Beneficial Owner, click Options and select Edit:

2. Toggle the option "Are the shares held on behalf of another person, organisation or trust?" to Yes:

3. Enter the details for the Beneficial Owner.
   If a contact has not been created for the Beneficial owner, click to add the contact:

Finally, select save to add this Beneficial Owner to the share transaction.

If needed, you can re-prepare the forms by selecting the toggle  under Print, then clicking prepare forms in the bottom right-hand corner.