Converting Shares to a Different Share Class (Individually)

Easily enter share class conversions in Capdesk.

• Registering share conversions
• Editing share conversions

Registering Share Conversions

1. Navigate to Ownership > Shares > Transactions.

2. Click Register transaction > Share conversion.

3. Select the shareholder and click Next.

4. Enter the required information (marked with a red asterisk) and choose to either Save draft or Publish and notify shareholder.

Required fields:

• Share Class From
• Share Class To
• Employment related
• Date of Conversion
• Quantity 
• Price Paid per Share

Please note, if the destination share class does not exists, click Add to create it. Furthermore, refer to creating share classes here.

Once completed, the conversion will be recorded in the list of share transactions.

Editing Share Conversions

1. Navigate Ownership > Shares > Transactions, find the conversion and from the actions button on the far right hand side, select Change conversion details.

2. Select Correct details.

Please note, correcting transactions will always trigger a notification email to the shareholder.