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Securities

Securities and Transactions

All Articles In Section

• Combine Holdings
• Exchange & Conversion Transactions
• Change of Holding Transactions
• Rollover Transactions
• Transferring Shares onto an Existing Share Certificate

See all 10 articles

Securities Transaction Maintenance

All Articles In Section

• Bulk Edit Transaction
• Shareholder Name Change
• Editing Transactions & Certificates

Securities: Overview

All Articles In Section

• Securities Transactions Types

Extract Data from Securities

All Articles In Section

• Generate Securities Registers and Ledgers

Options & Warrants

All Articles In Section

• Vesting Schedules
• Granting, Exercising, and Cancelling Warrants
• Granting, Exercising, and Releasing Options
• Option Plans

Classes

All Articles In Section

• Share/Unit Split
• Create a New Class
• Share/Unit Consolidation

Certificates

All Articles In Section

• Share Certificate Replacement