Beneficial Ownership

#1

We have joint owners of a share, currently beneficially held. $1.00 Ord share. We now need to transfer that share to same owners, but now not benefically held, and being transferred for a different consideration.

The system wont let us transfer from same name to same name.

Any assistance will be appreciated.

Glenys

#2

Hi @Glenys

Thank you for posting this. In CAS360 we have a dedicated transaction for this (unlike CAS Desktop where you need to do a transfer)

Please use the Change of Beneficial Ownership transaction in the Shareholders screen. More information about how this works here.

Warren