Using Athennian: Securities

• Getting Started: Transaction Fundamentals
• Securities Transactions Types

• How to Import Classes
• Deleting a Class
• Create a New Class
• Share/Stock/Unit Consolidation
• Share/Stock/Unit Split
• Adding Members to a Limited Liability Company (LLC)

• Issuance Transactions
• Issuance onto Existing Certificates
• Transfer Transactions
• Transferring Shares onto an Existing Share Certificate
• Transfer Numbers and Registers
• Rollover Transactions

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• Editing Transactions & Certificates
• Deleting Transactions & Certificates
• Bulk Edit Transaction
• Shareholder Name Change
• Update/Correct Transfers

• 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

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• 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)