You can record multiple historical share transfers via Bulk Upload functionality. 

  1. Sign in to your Qapita Account
  2. Click Settings on the left menu and select Bulk Upload
  3. Select Share Transfer Transaction   
  4. Buying Stakeholder, Selling Stakeholder, Transfer Date, Number of Shares, Price Per Share, Currency, Share Class are mandatory columns. You may choose to add columns such as Additional Comments & Tags.

 

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        5. Scroll down and Select Download Template or Download Template with Data

  1. Download Template : to download the template with no data. This is preferable if you are uploading the data for the first time.
  2. Download Template with Data : to download the template with existing data. If you choose to add new transfer records to the already existing data or modify the existing transfer transactions.  

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        A. Click on Action dropdown and select “Unchanged/Add/Update/Revert”

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  1. Unchanged :  When no changes are required for an existing transfer 
  2. Add : When you must add a new transaction  
  3. Update: When you must update the details for an existing share transfer  
  4. Delete : When you have to delete the Stakeholder Information 

 

  1. Transaction ID:  Do not input data in Transaction ID column as this is Autogenerated.
  2. Seller Legal Name
  3. Seller Stakeholder ID: Refer the stakeholder reference sheet to get the stakeholder id
  4. Buyer Legal Name
  5. Buyer Stakeholder ID: Refer the stakeholder reference sheet to get the stakeholder id
  6. Share Class: Choose from the drop down. 

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  1. Transfer Date
  2. Number of Shares
  3. Currency
  4. Price per share
  5. New Certificate ID
  6. Certificate ID
  7. Supporting Documents: If any, please mention the name of the supporting documents.

 

6. Save File

7. On the Bulk Upload page of your Qapita Account, please click on Upload File at the right bottom of the page. Click on Choose File and upload the saved file for Share Transfer Transaction 

 

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8. Click on Next

9. Upload Support Documents if any. You can view these documents uploaded in the transactions against the respective stakeholder.  

 

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To view these documents uploaded on the application, click Ownership on the left menu and select Transactions. 

 


 


10. Click on Save

11. Review all the details and click on Close.