Shareholders

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Overview

Enter the current and previous shareholders. shareholders are the owners of a company. Members provide capital to a company, usually through the purchase of shares.

This screen also breaks each shareholding by share class, so CAS360 users are easily able to see the differences between share classes.

From the Main Toolbar, go to Company.

Select the Company from the list.

Select Shareholders

 

Shareholder live check

Every time users access the Shareholders screen, CAS 360 checks the Company Shareholders against the Companies Office database.

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If there are any mismatches, CAS 360 will display the message below: 

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To investigate the mismatches, click Screen_Shot_2019-10-15_at_1.22.33_pm.png

CAS 360 will display a comparison report for the mismatches.

Screen_Shot_2019-10-15_at_1.26.37_pm.pngIf the shareholder does not exist in CAS 360, Click Screen_Shot_2019-10-15_at_1.27.25_pm.png

CAS 360 will proceed to download the shareholder information and record the shareholding into the shareholders screen.

Shareholder Filters

The Shareholder Filters section contains Doughnut Graphs that reflect the number of shares held between different shareholders and a comparison of the different share types issued by the company.

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Hovering over the Shareholders graph will show users the number of shares the shareholder hold of that share type

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Shareholder Details

Under the Name column, hover your cursor over the information icon 9.png. Users will be able to instantly see the shareholder:

  • Name

  • Address

  • Date of Birth

  • Place of Birth

  • Mobile Number

To edit any of these details, select

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Beneficial Owners

icon will appear beside shareholders where the shares are Not Beneficially held (the shares are held on behalf of another entity).

Hover the mouse over the icon to display the name of the Beneficial Owner as well as their Address, Email, Mobile, TFN and Place of Birth

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Certificate Number

CAS 360 will display the Share Certificate number in the Shareholders screen

To change the certificate number, beside the shareholder, click and select Edit

Details

To add a Shareholder, click

Use the Search box to look up for a specific shareholder.

The search can be used to search for any data in the Shareholders screen including:

  • date
  • transaction-type
  • number of shares
  • certificate number
  • beneficial owner

Users can also sort the shareholder screen by each column heading

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Click  to view the following:

Option Description
Print Current Register This will produce a PDF of the register with only current shareholders.
Print Historical Register This will produce a PDF of the register with current and previous shareholders.

CAS 360 is able to produce forms for a number of Shareholder changes such as:

  • Allotments
  • Subscriptions
  • Shareholders' Balances
  • Non-share Member
  • Share Transfers
  • Cancellations
  • Redemptions
  • Change of Beneficial Ownership
  • Changes to Amounts Paid
  • Subdivisions
  • Consolidation
  • Conversions
  • Return of Capital
  • Share Buy Backs

To enter Dividends, click

See Dividend Statements for more information.

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