In a number of European countries, you are required to record share numbers to provide extra security against fraud and guard against mistakes in recording the number of shares held by each investor.
We currently support share numbers for Denmark, Finland, Netherlands, Norway, Sweden, Switzerland, Germany and Malta.
- Enabling share numbers
- Issuing shares with share numbers
- Registering share transfers with share numbers
Enabling Share Numbers
1. Go to Settings > Settings and Add-ons.
2. Tick the Use share numbers box and click Save.
Issuing Shares with Share Numbers
1. Navigate to Shares > Transactions.
2. Click Shares > Register offline share issuance.
3. Select an existing buyer or click on Or add a new buyer. If a new buyer is created, it will be necessary to add buyer details, such as name, email, stakeholder type, stakeholder category, etc.
4. Add the relevant details for the issuance. The required details will be marked with a red asterisk. If the share number field is left empty, the share numbers will be automatically generated by the platform.
5. Click Save draft or Publish and notify shareholder as applicable.
Registering a Share Transfer with Share Numbers
1. Navigate to Shares > Transactions.
2. Click Shares > Register offline share transfer.
2. Select both seller and buyer.
3. Add the relevant details for the transfer. The required details will be marked with a red asterisk.
4. Click Save draft or Publish and notify shareholder as applicable.
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