To add a share transfer transaction:
- Click Ownership > Transactions in the left menu. By default, the Share Issuances screen is displayed.
- Click Share Transfers tab.
- Click Add New Transaction.
4. In the displayed Add New Share Transfers dialog box, type the first letter of the Selling Shareholder. From the displayed list of stakeholders, select the appropriate one.
Note: If the stakeholder’s name is not displayed, please register the stakeholder first.
5. The Holdings associated with the Stakeholder for different share classes are displayed. Select the appropriate Holding.
6. The New Certificate Code is displayed. By default, this Code is set to Yes.
7. Enter the New Certificate Code.
8. Enter the Buying Shareholder name.
9. Select the Transfer Date. This date should be after the buy date.
10. Enter the Number of Shares.
11. Select the Currency and enter the Price Per Share if the currency is different from the company’s base currency
12. Select or Enter New Tag, you would like to capture. For example, you may want to include a tag for a department, or for the grant event.
13. Enter any Additional Comments related to the Share transfer.
14. Click Choose File to upload Supporting Documents. Navigate to the file location, select the file, and click Open.
15. Click Save and Add New.
Note: The supporting documents may vary from company to company.