Details
Shares are transferred (e.g. sold) from one member to another or new member. These changes must be recorded on your own share register and included in your next company annual return.
Navigation
| From the Main Toolbar, go to Company. |
|
| Select the Company from the list. |
|
| Select Shareholders |  |
Click 
Select Share Transfers
Instructions
CAS 360 will display the Share Transfers screen.
| Field | Explanation |
|---|---|
|
Transaction Date
|
Input the date of the transfer |
| Transfer From |
In the Transfer From Field, CAS 360 will display a list of the company's current shareholders |
| Beneficial Owner | CAS 360 will automatically pre-fill this field if there is a beneficial owner. |
|
Transfer To
|
Begin typing the new shareholder's name. CAS 360 will begin searching the Global Contact screen for the person. If the Contact has not been previously added to the Global Contact screen, Click |
| Beneficial Owner |
Click |
|
Share Type
|
In the Share type field, CAS 360 will display a list of the share types the shareholder holds |
|
Number Of Shares
|
Input the Shares transferred |
| Consideration Paid Per Share | Input the amount paid for the transfer of the shares |
|
Meeting Status
|
Select the meeting status of the member which will appear on the Resolutions. |
| Notes | Type extra notes to add to the Share Transfer |
| 2. Certificate Details - Transferor | |||||||||||||
| Field | Explanation | ||||||||||||
| Certificate Type | Select the Certificate type. Options range from Balance or None. | ||||||||||||
| Certificate Number | Type the Certificate Number for the Shares, This will feature on the Allotment Journal, Share Certificate, Notice of Beneficial Ownership (if applicable) and the Declaration of Trust. | ||||||||||||
| Certificate Location | Type the location of the Certificate. | ||||||||||||
| Unique Numbers | Type a Unique Number to assign to the shares. | ||||||||||||
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Click 
Forms Prepared
CAS 360 will display the Document Production screen and automatically select the documents required:
- Cover Letter
- Company Change Summary
- Register of Shareholders
- Allotment Journal
- Share Transfer Journal
- Directors Minutes of Resolution
- Notice of Members Meeting
- Members Minute or Resolution
- Members Consent
- Share Certificate
- Share Transfer Form
- Notice of Beneficial Ownership (only if a Beneficial owner was selected)
- Declaration of Trust (only if a Beneficial owner was selected)
- Extensive Shareholder List
- Waiver of Pre-Emptive Rights (only if the recipient of shares is a new Shareholder)