Transfer of Shares

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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, will appear.

Click  to add a new contact.

Beneficial Owner Click 3.png to add a beneficial owner from the contact screen if applicable. See beneficial owners for more information
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. 
                                                      Certificate Details - Transferee 
          Field                                       Explanation
Certificate Type  Select the Certificate type. Options range from Transaction, 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. 

 

Click 

 

Forms Prepared

CAS 360 will display the Document Production screen and automatically select the documents required:

  • Cover Letter
  • Company Change Summary
  • Register of Members
  • Allotment Journal
  • Share Transfer Journal
  • Directors Minutes of Resolution
  • Notice of Members Meeting
  • Members Minute or Resolution
  • Members Consent
  • Share Certificate
  • Share Transfer Form

 

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