How can I show a shareholder that is holding the shares on behalf of 2 Trusts in the Company Profile?

Question

How can I show a shareholder that is holding the shares on behalf of 2 Trusts in the Company Profile?

Answer

Step 1: Navigate to Menu > Corporate Messenger > Companies > Open the Company Profile > Scroll to the Shareholder's details.

Step 2: To show two Trust names for one Shareholder enter both Trust names under 'Beneficial Status', by separating them with '&' or 'and'. Then click the green tick to save.

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Step 3: When completed, export the Company Profile to PDF by clicking on the below highlighted icon.

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Step 4: It should show the shares are non-beneficially held for the two Trusts, and as per the example below both of the Trust names should appear in the exported PDF.

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