Objectives

Steps

Under the Shareholders tab you will be able to track and add capital and shares details, manage the preferred shares, and add new shares operations.


Within the Capital & Shares section specify the related details such as  Capital, Currency, Nominal Shares, Bearer Shares, Total Shares, etc.


Click on the "Shares Operations" button on the right, to generate a comprehensive report illustrating ownership details such as percentages and values. 


Fill out the Required fields such as Type of Shares, Shareholder name (select from a company or person you defined previously), and Number of Shares.


The shareholders can be observed within the company tree view tab, displaying their percentage ownership and a list of shareholders associated with the company, along with any shares they may hold in other companies.

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