Share Class Amendments - Editing the Share Prefix
In this example we will change the Share Prefix from C (Common) to CAC ( Class A Common)
- Click the ellipsis (...) to the right of the share class you would like to amend and choose Amend from the drop-down menu displayed
- Click the date on which the shares will be amended
Note: you may either click the appropriate date on the calendar provided, or click Today if the amendment occurs today
- Click the Classification field and from the options provided click the new share class (in our example, Class A Common)
Important Note: Initially the following classifications appear in the drop-down list - Common, Preferred and Special. Simply type Class A Common (or any other share class required) into the Classification field
- Click the Prefix field and type your new share class prefix
- Complete any other fields you would like to add to your new share class, click OK when done
- To view your amendment, click the All Transactions tab - the new prefix appears in the small green box