Mission 2 - Securities Management Basics

Share Class

1. Using the entity created from Mission 1 you will create a new class of shares;
2. Navigate to the Governance > Share Classes tab;
3. Select New at the top left and select New Share Class from the dropdown menu
4. Add Created Date of share class;
5. Add Share Class Name (e.g. - Non Voting Common);
6. Add Certificate Code to reflect how you want the share certificate to be generated (e.g. NV-* which will generate as NV-1, omit the letter if just using a number for your certificates), asterisks must be added to ensure stock certificate numbers are issued in sequence as share transactions occur
7. Define the settings and restrictions if required;
8. Click the Create tab at the bottom right.

Issue Shares and Generate Stock Certificate

1. Navigate to the Securities > Shares tab;
2. Select the new share class;
3. Select New and then Issue;
4. Enter the issuance details in the Details section, enter Transaction Date as today’s date;
5. Move to Shareholding section and select yourself as a shareholder;
6. Follow the rest of the workflow to create the issuance transaction;
7. Create a share transfer transaction under Transactions by clicking New;
8. Select Transfer from the list of types of transactions;
9. Transfer half of the shares outstanding from the current shareholder to a new shareholder;
10. Ensure that you input the amount of shares being taken off of the certificate during this transfer
11. Once the transfer is complete move to the Certificate tab in the Securities > Shares section;
12. Check off the two new stock certificates to be generated, select Generate Selected and select the template from the list of templates;
13. Select Merge, and then select View Documents Now;
14. View stock certificate in Documents tab.

Video Instructions:

Tasks - Another Way to Generate a Stock Certificate

1. Navigate to Tasks within the entity;
2. Select New;
3. In Section 1. Details select Type - Share transactions and click Create at the bottom right of the screen;
4. In Section 2. Share Transactions, enter today as the Transaction Date;
5. Select + Transactions at the bottom of the tab;
6. Move to the Certificates section on the this screen;
7. Select the Stock Certificates to be generated and select the Add button at the bottom right;
8. Close the Screen;
9. In Section 3. Supporting Documents select + Support Documents at the top of the screen;
10. Select the relevant certificate and select Add at the bottom right
11. Once you are back in the Supporting Documents screen select Generate documents;
12. Select View Documents Now to review your certificate.

Video Instructions:

Mission 2 Accomplished! 🚀