This article provides steps on how to correctly enter shareholder information for an Entity - Trust, Person - Trust, General Partners for its LPs, and Joint Holders in Athennian so shareholder signature blocks are generated in the proper format.
A. Trust Shareholder - Selecting an Entity as a trust
In the selected entity, navigate to Securities > Shares > New > Issuance and click on the Shareholding tab of the Issuance page,
1. Select "Entity" type from the list
2. Click (+Shareholder) to search and add an Entity as a Trust
3. Make sure the "Interest" field for the entity trust is "Legal and beneficial owner"
4. Switch back to "Person" type from the list.
5. Click (+Shareholder) to search and add a "Person" as a Trustee of the Trust that has been set previously.
6. Make sure the "Interest" field for the Person is "A Trustee of the shareholding" (to add more Trustees, repeat the steps 4-6)
7. Modify the Shareholding Name field as needed to be displayed in the application and in the signature block
8. What Athennian Standard Signature Block format looks like for an entity trust in generated Documents
B. Trust Shareholder - Selecting a Person as a Trust
In the selected entity, navigate to Securities > Shares > New > Issuance. Click on the Shareholding tab of the Issuance page,
1. Select "Person" type from the list.
2. Click (+Shareholder) to search and add a Person to set as a Trust.
3. Make sure the "Interest" field for the Person trust is "Legal and beneficial owner".
4. Switch back to "Person" type from the list.
5. Click (+Shareholder) to search and add a "Person" as a Trustee of the Trust that has been set previously.
6. Make sure the "Interest" field for the Person is "A Trustee of the shareholding" (to add more Trustees, repeat the steps 4-6)
7. Modify the Shareholding Name field as needed to be displayed in the application and in the signature block
8. What Athennian Standard Signature Block format looks like for a Person Trust in generated Documents
C. Entity - General Partner for its LPs
In the selected entity, navigate to Securities > Shares > New > Issuance. Click on the Shareholding tab of the Issuance page,
1. Select "Entity" type from the list.
2. Click (+Shareholder) to search and add an Entity as a Limited Partner.
3. Make sure the "Interest" field for the entity trust is "Legal and beneficial owner".
4. Switch back to "Person" type from the list.
5. Click (+Shareholder) to search and add a "Person" as a General Partner
6. Make sure the "Interest" field for the Person is "General Partner for its LPs"
7. Modify the Shareholding Name field as needed to be displayed in the application and in the signature block
8. In the Shareholding Address field, select the Limited Partnership from the drop-down list
9. What Athennian Standard Signature Block format looks like for a person Trust in generated Documents
C. Person - A Joint Holder
In the selected entity, navigate to Securities > Shares > New > Issuance. Click on the Shareholding tab of the Issuance page,
1. Navigate to the Securities > Shares > New > Issuance
2. In the Shareholding tab of the Issuance page, Select Person type from the list
3. Click +Shareholder to search and select a person record
4. Make sure the "Interest" field for the selected person is Joint Holder
5. Modify the Shareholding Name field as needed to be displayed in the application and in the signature block
6. In the Shareholding Address field, select a joint holder from the drop down list
7. What Athennian Standard Signature Block format looks like for a person trust in generated Documents