Other changes in share capital / ownership / number of shares

Purchase / sale of shares

1. Go to the Share capital section.
2. Select New transaction.
3. Enter the date of the transaction.
4. Enter the seller by selecting it from the drop-down list in the Seller field.
5. Enter the buyer by selecting it from the drop-down list in the Buyer field.
6. Enter the number of shares sold in the Number of shares field.
7. Select Save transaction in the lower right corner.

If a shareholder sells to multiple buyers, multiple rows can be created with the same seller. The same applies if there are several who sell to the same shareholder. Touch the green plus icon to the right to create more rows in the lower section.

Dividend

1. Go to the Share capital section.
2. Select New transaction.
3. Enter the date of the transaction.
4. Specify total yield. a. If there is an evenly distributed dividend (broken down by ownership), select Update distribution table. A list of all the shareholders of the share class in the lower section will be created and the amount of each shareholder will be calculated automatically (Dividend amount field). b. If there is a dividend to be distributed otherwise, specify the shareholders who will receive dividends in the lower section, as well as the type of dividend and amount. Click on the green plus symbol on the right to create new rows in the lower section.
5. Specify the type of dividend (usually Dividend payout).
6. Select Save transaction in the lower right corner.

Other transactions

The shareholder register offers functionality for the most common movements. To find the right transaction type, you can use the search function in the New transaction function.

1. Go to the Share capital section.
2. Select New transaction.
3. Type in the search box to search for transaction types. The list of transactions is updated as you type.
4. Select the desired transaction and fill in the required information.
5. Select Save transaction.

Delete transaction

1. Go to the Share capital section.
2. Select the transaction to delete.
3. In the details pane, select Delete transaction in the bottom left.

Change of previously registered transactions

If an earlier transaction changes, later transactions must be approved again.

A yellow alert triangle will appear on the first transaction that must be approved. If there are several subsequent transactions, all must be re-approved in order.

If a change causes a subsequent transaction to contain errors, such as a shareholder selling a share that he or she does not own, a red warning icon appears on the transaction, so the transaction must be changed or recalculated.