Issuance onto Existing Certificates

Add shares onto existing certificates through an issuance!

In Athennian, it’s easy to add additional shares to an existing shareholder’s certificate! To do so, open an entity record and:

1. Navigate to Securities > Ownership

2. Within the Transaction tab, click +New

3. Then choose Issuance

From this window, fill in the share or unit details, and make sure to select Select from Existing Holding and select the appropriate holding.

 Once selected, a checkbox will appear with the option to Add to Existing Certificate - Check this box to add shares to the existing certificate of the shareholder you selected.

Checking this box will reveal all existing certificate(s) for the selected shareholding - select the certificate you wish to issue the new shares to.

Scroll down to move to the Certificates Issuance tab, here, you’ll see that the shares will be added to the selected certificate. Click Preview to review the details and then choose Create.

You’ll now see multiple issuances in the Transaction tab, but one certificate in the Certificates tab.