Ensure that the profile is already created, then proceed to file:

  • Go to the dashboard.
  • Go to “Service”, click on the dropdown box and select “Beneficial Owners” from the list.
  • Then select “New Service Request”.

The window with Beneficial Owners will open.  Populate:

  • “Amount of shares taken to date“.
  • To the left, half way down the page, click “Add”. Another window will appear.
  • Then enter the first 3 to 4 letters of the beneficial owner’s name – DO NOT ADD ANYTHING ELSE.
  •  Click on “Search”.
  •  Once the relevant name appears to the extreme right, click on “+” which will take you to another window.
  •  Click on the dropdown boxes: “Identification”, “Postal address” and “Physical address” and autofill them.

On the right, there are 3 boxes:

  • Select the one/s that are applicable to each individual/business.
  • Populate “% of Share”.
  • Enter “Start Date” (NEVER enter “End Date” unless the individual is no longer a shareholder).

***Please note this is done for each “Shareholder” on the entity.

  • Click “Submit Now”.
  • Repeat the process for each BO.