Transfer of Shares to Existing / New Shareholders

Transfer of Shares to Shareholders App Guide 1

Step 1: Click on ‘Change Share Information’

Switch to the company that you want to Transfer Shares using the guide icon 1 icon.

From the menu, click on Change Share Information.

Transfer of Shares to Shareholders App Guide 2

Step 2: Click on ‘Transfer of Shares’

From the menu, click on Transfer of Shares.

Transfer of Shares to Shareholders App Guide 3

Step 3: Click on ‘Let’s Get Started’

Get ready the information and document(s) required for the transfer of shares.

Click on the button Let’s Get Started to fill up the form for this service request.

Transfer of Shares to Shareholders App Guide 4

Step 4: Submit Information

Select currency for the shares to be transferred.

Select the Transferor and enter the no. of shares to be transferred.

Click on Save & Proceed button to proceed to the next step.

Transfer of Shares to Shareholders App Guide 5

Step 5: For Transfer of Shares to Existing Shareholder

For Transfer of Shares to Existing Shareholder:

  • Enter the amount of Shares to Transfer and Considerations for each existing shareholder.
  • Shares to Transfer under Transfer From MUST be fully allocated out.
  • Click on Slide to Submit to submit the request.
Transfer of Shares to Shareholders App Guide 6

Step 6: For Transfer of Shares to New Shareholder

For Transfer of Shares to New Shareholder:

  • Click Add Shareholder to add the new shareholder to the list of shareholders.
  • Fill in the required information for New Shareholder and click Save.
Transfer of Shares to Shareholders App Guide 7

Step 7: For Transfer of Shares to New Shareholder

For Transfer of Shares to New Shareholder:

  • Enter the amount of Shares to Transfer and Considerations for the new shareholder.
  • Shares to Transfer under Transfer From MUST be fully allocated out.
  • Click on Slide to Submit to submit the request.
Transfer of Shares to Shareholders App Guide 8

Step 8: Change Shareholder’s Details

To edit the Shareholder details, click on guide icon 4 icon and select Edit from the menu.

To delete the Shareholder, click on guide icon 4 icon and select Delete from the menu.

Transfer of Shares to Shareholders App Guide 9

Step 9: View Progress

To view the progress of the Service Request, click on the guide icon 2 icon on the top left of the screen to display the Side Menu.

Click on Transaction History on the menu to view all submitted service requests.

Transfer of Shares to Shareholders App Guide 10

Step 10: How to Cancel Transaction

Track the progress of each service request by its status.

You can cancel the service request by clicking on the Cancel Transaction button (note: only request submitted by you and not yet being processed by HeySara can be cancelled).