Profile for Shareholder Companies

Purpose: This form provides for multiple owners of the same ownership certificate(s) and for companies that are owners of a company on the Company Profile form.  The data entered here is used only in the Stock Register and related documents.

Overview :Shareholders can consist of those listed in the Personnel form and the companies in the Company Profile form.  Their names are included in a pull-down list to select owners on the Stock Register form.  But some owners can not be entered in the Company Profile form or the Personnel form.  For example, individuals are listed on the Personnel form but it is not designed to enter more than one person at a time.  Multiple owners of the same stock must be entered on the Profile for Shareholder Companies form. If shareholders are associated with the company beyond being a shareholder they must be entered individually on the Personnel form as well. The number of companies tracked by the software is limited by the license agreement.  Companies that are not tracked but are owners need to be entered on this form, where the number of entries is not limited.

  Related Information:

1.  Adding a Shareholder Company Record
-  Use the Standard Toolbar ADD  button

2.  Deleting a Shareholder Company Record
-  Use the Standard Toolbar DELETE  button

3. Modify a Record
-  Use Standard Toolbar SAVE  button and
    REVERT  button

4.  Record Navigation    
-  The First/Prior/Next/Last buttons move through company records

5.  List   and find
-  The ‘List’ & ‘Find’ options are disabled for company shareholders

6. Reports and Labels
-  The reports menu is disabled for Company Shareholders.

No Company Name Tabs?:  The names of companies that are shareholders are linked to the companies on the Company Profile form.  In the Stock Register a company tab can be selected and the people and companies associated with the selected company appear in the pull-down lists so buyers and sellers of shares/units of ownership can be selected.  This form needs to be completed before shares/units can be entered for stock/unit trades.
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Company Data:  Basic data for the selected company including address, phone numbers, etc.
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State or International:  States can be selected from the pull-down list or, by clicking the State/Province label, the pull-down list converts to a standard text box so an international address can be entered.
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Close:  The close button for this form returns to the Company Profile form.
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Import Data:  Data can be imported from MS Excel, Lotus 1-2-3 and other applications using this access button. 
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Name List:  The names of all  Shareholder Companies and Multi-owners of the same shares/units are listed here. By selecting one of the names in the list the data for that shareholder appears. 
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Company Associations:  Each company shareholder name must be linked to each company the shareholder is associated with.  This eliminates the duplication of data, and reduces the possibility of errors.  By clicking on a shareholder name in the list of names above this list, the Company Associations list displays the companies the shareholder is associated with.  Mark the checkbox for each company that the shareholder is associated with.  When the shareholders or potential shareholders for the company are referenced, the selected shareholder’s name will appear in the list.  
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Notes:  Enter any notes that you would like for the selected shareholder company or multi-owners of the same stock/units.
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Adding A Shareholder Company Record:  To add a shareholder’s name use the New button on the Standard.  Just replace the New Shareholder label with the name of the company shareholder or each name of the shareholders who hold shares jointly.  When you add a record, blank text boxes appear and data can be entered for that shareholder.  Links to other tables are automatically created when a new shareholder record is added to the table.   
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Deleting A Shareholder Company Record:  Use the Delete button on the Standard Toolbar to remove shareholder records.  When a shareholder’s name is deleted, all of the links for that shareholder are also deleted.  For that reason it’s highly recommend that you backup your data files before deleting records.   
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Modifying A Shareholder Company Record:  It’s relatively easy to modify company shareholder records.  Simply select the shareholder’s name in the list in the top left corner of the form and change the information in a text boxes on the right or change the associated companies by marking or unmarking companies in the company association list.  The changes can be saved by pressing the SAVE button on the Standard toolbar or, if you want to revert to the data that was last saved, press the REVERT button.  
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