Transfer restrictions
Learn how to manage transfer restrictions
You can add both statutory and contractual transfer restrictions to each register, whether this is required for compliance or you simply want a comprehensive overview of all relevant information.
- For statutory transfer restrictions, you may reference the relevant article(s) from the articles of association. This information will appear in the PDF export of the (share) register.
- For contractual transfer restrictions, you have a flexible field where you can either describe the restriction in detail or refer to specific articles in documents such as shareholders' agreements.
Below you can find a step by step guide on how to add transfer restrictions.
For detailed instructions, click 'Start tutorial' below.
Step-by-step:
- Go the tab ownership of the specific entity.
- Click on 'Transfer restrictions' and on 'Add transfer restrictions'.
- Complete the information.
- Click on 'Save'.