Open Entities, select the entity and open Legal data.
Share data and shareholders
Shareholder data shows the share capital, the authorized share capital, the nominal value per share and the date of the annual shareholder meeting. Select the pencil to update them.
Shareholders lists each shareholder with its participation, the number and class of shares, and the date they became a shareholder. Together, they should add up to 100%.
Record a change of ownership
Select the pencil on the shareholder's row.
Under Shareholder name, choose the new shareholder: another entity in your group or, for a shareholder outside the group, type its name to add it.
Keep Main internal shareholder ticked: the chart shows the entity under this shareholder.
Check the participation and the number of shares, set Shareholder since to the date of the transfer, and save.
To add a shareholder, for example when the shares are split, select Add shareholder. A shareholder can be an entity or a private individual.
Supporting documents
Under Shareholder documents, select Add document and choose the document type: shareholder agreements, share certificates, shareholder meeting minutes and resolutions, the shareholders register, or the issuance and transfer of shares.
Check the result
Subsidiaries lists the entities this entity owns. Open Organization, select Chart and jump to the entity: it now sits under its new shareholder. Hover over its card to see who owns it and the percentage.