Ownership
In the Ownership section of a company you can add share classes, shareholders and more.
There are two ways to enter ownership information in the Ownership section:
- using the Share Class and Shareholders tabs
- using the Relationships tab
In the Ownership section of a company, user can do the following:
- Create share classes
- Adjust issued shares
- View share class history
- Allot and transfer shares
- View share history for shareholders
- Add beneficial owners
- View and make changes to share certificates
- Record individuals with significant control
- Set up corporate relationships
To learn more about each of these topics, refer to the Shares and Ownership section on the Help Centre.
