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Adding beneficial owners

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This screen is used to add beneficial owners for shares issued previously.

A beneficial owner of stock is any person or entity with sole or shared power to vote or dispose of the stock. This SEC definition is intended to include a holder who enjoys the benefits of ownership although the shares may be held in another name.

To add a beneficial owner
  1. Select and open the corporation. See Selecting a corporation. The corporation opens at the Details tab.
  2. Click the Capital tab to open the Capital screen.
  3. Select the share issue in the list and click Change share issue on the Task Bar. The Change Share Issue window opens at the Issue details tab.
  4. Click the Allotment details tab.
  5. Click Beneficial Owners… The Beneficial Owners screen opens.
  6. Click Add.
  7. Find the person or corporation by searching or sorting. If necessary, click New Contact… to add a new contact.
  8. Scroll through the selection list and select a company or person. The selected contact is added to the list of beneficiaries.
  9. Click Close.
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