Transfer of Shares

Details

Shares are transferred (e.g. sold) from one member to another or a new member.

From the Main Toolbar, go to Company.
Select the Company from the list.
Select Shareholders

Click

Select Share Transfers

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 prefill 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 to add a beneficial owner from the contact screen if one applies.
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
Number Of Shares	Input the Shares allotted
Meeting Status	Select the meeting status of the member which will appear on the Resolutions.
Notes	Notes can be added in the box displayed. Notes will not feature on the register of members.

Click

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