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