This help article will give you the step-by-step on how to change the name of an entity in Athennian.

Change of Entity Name

  1. Navigate to the profile of the entity for which you would like to do a name change;
  2. Navigate to the Tasks section and select + New to create a new task;
  3. Enter the name of the task in the Memo Description field;
  4. In the Type field, select Change of Company Name from the dropdown list - you will notice a 2. Change of Company Name tab appear in the window;
  5. Navigate to the 2. Change of Company Name tab;
  6. In the 2. Change of Company Name tab, enter the New Company Name;
  7. Enter the Effective Date and then enter the name reservation information where applicable;
  8. Navigate to the 3. Supporting Documents tab and select + Supporting documents to add the applicable supporting documents to the task;
  9. Check off the desired templates and select Add to add them to the task;
  10. Click Create to create the task, and then select Generate Documents to generate the supporting documents;
  11. Click View Documents Now - this will redirect you to the Documents section of the entity where you will be able to view, modify and send out the documents for signature/filing;
  12. Once the name change has been filed with the appropriate government authorities and all required signatures have been obtained, navigate back to the Tasks section and click on the change of company name task you've just created;
  13. In the top righthand corner, click on the status of the task and select Completed from the dropdown list;
  14. Once you click Completed, a new window will appear prompting you to confirm Proposed Name, select the update type, whether that be Review shareholdings within each affiliated entity and use the transaction workflow (Change to Shareholdings) to cancel and re-issue certificates or Globally update all shareholdings to reflect the updated legal name, check off whether or not you will be cancelling and reissuing certificates, and make selections from the Required checklist (See screenshot 1 below) - Note: if you select the first update type, you will have to make the necessary shareholder name changes in the affiliate entities using the Other transaction type in each of the affiliate entities' Securities > Shares tab;
  15. Make the applicable selections, and then select Confirm;
  16. Save and Close the task.

Review/Modification of Data in Entity Profile

  1. Navigate back to the General > Entity Details page of the entity - you will notice the new name of the entity as well as the previous name listed in the Previous Names section;
  2. Navigate to the General > Addresses & Agents section;
  3. Hover over the far right of the address records listing the previous entity name and select Update;
  4. Enter the new Address Name of the entity and then fill in the remaining information;
  5. Select Confirm and then repeat these steps for the other addresses carrying the previous name of the entity;
  6. Navigate to the Securities > Shares section, and then navigate to the Certificates tab of any given share class - if you made the selection to Cancel and Reissue Certificates in the Change of Company Name task, you will notice that all of the previously active certificates will have been cancelled pursuant to the Entity Name Change, and that new certificates will have been generated with the new name of the entity.

Screenshot 1:

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