Overview
Simple Invest 360's Shareholders screen gives you the ability to record, view, and manage shareholder details in one centralised, easy-to-use screen.
This article provides instructions on how to add a Shareholder to a company.
When a Shareholder is added, the Simple Invest 360 will automatically create a Dividends Paid, Issued Shares, and a Dividends Payable account.
Navigation
To add a New Member account, navigate to Shareholders, then select Shareholders:
| From the Main Toolbar, go to Shareholders. | |
| Select Shareholders |  |
Instructions
- From the Shareholders screen, select
- Select the Shareholder from your previously created Contacts. If the member has been added to the Contacts list in Simple Invest 360 (see Add a Person) begin inputting their name into the search bar and select their name from the list that appears below.
- Simple Fund 360 will populate a SHAREHOLDER CODE based on the Shareholder's name (which is editable).
Once you have saved the member account, the Shareholder code is no longer editable. - Input the following details of the Shareholder.
Field
Explanation
Date Commenced
Date shares were first issued to the Shareholder
Date Ceased
Date Shareholder no longer hold shares in the entity (optional field)
Click
to add the shareholder. - To add Shares, select
Field
Explanation
Share Class
Select the type of shares issued.
Number of Shares
Input the number of shares issued. Transaction Date
Input the date shares were issued.
Amount Paid ($)
The amount that has been paid for the shares
Amount Unpaid ($)
The amount outstanding for the shares
Beneficial Owner
A beneficial owner is an individual or party that holds shares indirectly. Whether the shares are owned by the shareholder (Leave the Beneficial owner field blank) or are held by the shareholder on behalf of another party (Select this contact here).
- Click to add the shareholder