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Share Transactions: A Practical Guide for Accounting Firms

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Overview    

Share transactions are a fundamental aspect of company administration, yet they are often misunderstood or incorrectly processed, leading to inaccurate company records and future compliance challenges. Accounting professionals are increasingly expected to assist clients with share transfers, allotments, buy-backs and maintaining accurate share registers, making it essential to understand both the legal and practical requirements involved. Proper management of these transactions helps preserve corporate records, supports beneficial ownership compliance and reduces the risk of costly errors. 

This practical webinar provides accounting firms with a step-by-step guide to managing common share transactions correctly and maintaining compliant company records. Delegates will gain practical insights into the documentation required, when action with the Companies and Intellectual Property Commission (CIPC) may be necessary, and how to implement best-practice workflows for efficient company secretarial administration. 

Join Carey Boshoff as he demonstrates how to manage share transfers, allotments and buy-backs with confidence, maintain compliant company records, avoid common mistakes and streamline share transaction processes using practical examples and technology. 

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Learning objectives   

By attending this webinar you will gain the following competencies:  

• Identify and avoid common errors when processing share transfers, allotments, buy-backs and share register updates. 

• Understand when share transactions require CIPC-related action and when internal company records are sufficient. 

• Maintain accurate legal records, including securities registers, share certificates, resolutions and beneficial ownership information. 

• Apply best-practice procedures to real-world share transaction scenarios from initiation through to completion. 

• Improve the efficiency and accuracy of share transaction administration using InfoDocs. 

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Content  

The webinar will cover the following topics:   

• Share Register Fundamentals 

• Share capital and share classes 

• Authorised and issued shares 

• Shareholders and share certificates 

• Securities register and transaction history 

• Beneficial ownership 

• Common Share Transaction Errors 

• Incorrect transaction dates 

• Missing or duplicate share certificates 

• Incorrect shareholder details and share balances 

• Missing resolutions 

• Outdated securities registers 

• Managing Share Transfers 

• Transferor and transferee requirements 

• Transfer consideration 

• Board approvals 

• Share transfer documentation 

• Updating the securities register 

• Managing Share Allotments 

• New share issues 

• Existing and new shareholder allotments 

• Share class selection 

• Subscription consideration 

• Share certificate issuance 

• Managing Share Buy-Backs 

• Partial and full buy-backs 

• Solvency and liquidity test 

• Board and shareholder resolutions 

• Certificate cancellation 

• Securities register updates 

• CIPC and Compliance Requirements 

• Internal versus CIPC reportable transactions 

• Changes to authorised share capital 

• Amendments to the Memorandum of Incorporation (MOI) 

• Share class rights 

• Beneficial ownership filing requirements 

• Legal Company Records 

• Securities register 

• Share certificate register 

• Board and shareholder resolutions 

• Supporting documentation 

• Audit trail maintenance 

• Beneficial Ownership Compliance 

• Registered and beneficial ownership 

• Ultimate beneficial ownership 

• Voting and control rights 

• Ownership percentages 

• Beneficial ownership updates 

• Best-Practice Workflow for Accounting Firms 

• Reviewing company records 

• Confirming shareholder information 

• Processing transactions 

• Updating registers 

• Record retention and compliance 

• InfoDocs Demonstration 

• Share transfers 

• Share allotments 

• Share buy-backs 

• Share register generation 

• Resolution generation 

• Beneficial ownership management 

• Transaction history