There are two ways to change an Entity name in Athennian:
- Use the Change of Company Name Task to track history of legal name changes or to generate documents related to the change of name
- Or, Change Entity Name (without a Task) directly within the Entity Details
This article provides step-by-step instructions to change an Entity Name without a Task.
Change Entity Name
-
Navigate to the entity record that requires the change of name
-
In the General > Entity Details section, click on Change Entity Name
Note: Any previous names will appear in the Show Previous Names dropdown below the Change Entity Name link -
In the Change of Company Name window, populate the data accordingly:
- At the top, in the Enter New Company Name field, type the new name for the entity
- Select or de-select the option to Include the current name of this entity in the list of previous names
- Select the appropriate Update Type
- Review Shareholdings Within Each Affiliated Entity - select this option if you want to cancel and reissue existing certificates with the new entity name
- Globally Update all Shareholdings - this option will automatically update all existing Shareholdings for this entity, no further work is required (unless a Share Certificate needs to be reprinted with the new name)
- Administrative Edit - generally only used if a typo was found on the entity immediately following the creation of the Entity, and no Securities Transactions have been created
- Populate the appropriate Effective Date
- Check all boxes on the Required Checklist
- Click on the Apply or Next button in the bottom right corner to complete the name change
Note: Once the name of the entity record has been updated, be sure to review the entity for any follow-up procedures required by your organization. For example:
- Generate new documents to save in the Minute Book
- If "Review Shareholdings" was selected above, none of that Entity's holdings will have been updated with the new name, complete the appropriate Shareholder Name Change transactions