How to edit share transactions

Admin used can modify the share transactions for companies and Unit trusts via the NI platform.

For COMPANIES - Go to the Share resister of a company by navigating to MENU-> Companies-> Company Profile-> Share Register and scroll down to the SHARE TRANCATIONS table.mceclip0.png

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For UNIT TRUSTS - Go to the Share resister of a unit trust by navigating to MENU-> Trusts-> Trust Profile -> Unit Register and scroll down to the SHARE TRANCATIONS table.

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  1. Adding Share Transactions

To ‘Add’ share transactions, scroll down to the SHARE TRANCATIONS table and click the “Add Transaction” button.

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      2.  Edit Share Transactions

 To ‘Edit’ share transactions, scroll down to the SHARE TRANCATIONS table and click the “Pencil” icon next to the transaction you want to edit.

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         3.  Delete Share Transactions

 To ‘Delete’ share transactions, scroll down to the SHARE TRANCATIONS table and click the “Bin” icon next to the transaction you want to delete.

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Confirm your action by selecting “Yes”

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The transaction will be deleted.

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