Using Athennian: Securities

• Getting Started: Transaction Fundamentals
• Securities Transactions Types

• Change Class Authorized Amount
• Import Classes
• Delete a Class
• Create a New Class
• Share/Stock/Unit Consolidation
• Share/Stock/Unit Split

• Exchange Shares/Units to Multiple Classes
• Add Promissory Note Details to Rollover Transactions
• Update/Correct Transfers
• Transactions: Adjustment to Stated Capital
• Change of Holding Transactions
• Issuance Transactions

See all 18 articles

• Exclude Holders from Structure Charts
• Editing Transactions & Certificates
• Delete Transactions & Certificates
• Bulk Edit Transaction
• Change to Holdings Transactions

• Managing Certificates
• Uncertificated Shares / Order Number
• Correcting Transactions and Related Certificates
• Updating Net Shares on a Share Certificate
• Correcting Certificate Code/Number
• Consolidate Share Certificate

See all 8 articles

• Overview: Extract Data from Securities
• Export Securities Data
• Export Capitalization Tables
• Generate Securities Registers and Ledgers

• Keeping track of Beneficial Ownership using Ultimate Beneficial Owners
• Individuals of Significant Control (ISC) Registry / Transparency Registry (Canadian entities)
• Creating People Record for a Controller (for U.S. entities)
• Preparing a Beneficial Ownership Summary (U.S. Entities)