Transfer shares

Use the transaction 'Transfer' to transfer shares from one shareholder to another existing or new shareholder. Below you can find additional information how to prepare the transfer:

• Add entity: when you transfer the share to a new shareholder, make sure that this entity is already added in your Corporify silo before you start the transfer transaction. Make sure that the address (domicile) is added to the entity if you want this to be visible in the export.
• Change class: If you have added share classes, you can change them as needed. To switch to a new share class, ensure that you add the new share class prior to initiating the transfer. 
• Change classifications: If you have added classifications, you can change them as needed. To switch to a new classification, ensure that you add the new classification prior to initiating the transfer.
• Purchase price: optionally you can add the purchase price.
• Adjust transferred amounts: adjust the transferred amounts, including those that are paid-up, to pay-up, exempted and subscribed amounts if needed.
• Covert to bearer, dematerialize shares or add usufructuary: you also have the option to modify these aspects as well.
• Supporting documents and notes: if you would like to add additional information, such as relevant documents or notes.

 Below you can find a step by step guide on how to use the transfer transaction.

For detailed instructions, click 'Start tutorial' below.