Manage a shareholder group

Create and manage shareholder groups in Diligent Equity to track the consolidated holdings of a group of shareholders while maintaining individual shareholders' records.

Create a shareholder group

You can create a shareholder group for two or more shareholders and add or remove shareholders at any time.

1. In your Diligent Equity account go to the Company section on the left navigation bar and select Holders.

   The Holders dashboard opens.

2. Select the checkbox of a shareholder you want to add to the group.

3. Select Add to group.

   The Add to group button only becomes active when you select a shareholder.

4. Enter the name of the new group in the Choose group field and select +Add new <group name>.

5. Select Yes in the Create new choose group window and then select Finish.

   A notification displays to advise you that you have successfully created the new group and added the shareholder. Select OK to close.

Add a shareholder to a group

You can add an individual shareholder to a group, either by following the process detailed in Create a shareholder group or by opening their profile details. For this example we will follow the process you use when adding to their profile.

1. In your Diligent Equity account go to the Company section on the left navigation bar and select Holders.

2. Select the shareholder's name.

   Their profile page opens on their Personal Information tab.

3. Select the Organize tab.

4. In the Group field, enter the name of the group you want to add the shareholder to.

   A list of groups you already created will appear.

   Tip

   You can also create a new group from here.

5. Select Close to save.

Add multiple shareholders to a group

You can add multiple shareholders to a group.

1. In your Diligent Equity account go to the Company section on the left navigation bar and select Holders.

2. Select the checkbox next to the shareholders' names.

3. Select Add to Group.

   The Add to group button only becomes active when a shareholder has been selected.

4. In the Add to Group window enter the group name in the Choose field.

   When you start to type a list of groups will appear, depending on how many groups have been created.

   Tip

   You can also create a new group from here.

5. Select Finish to save.

   A notification displays to advise you that you have successfully created the new group and added the shareholder. Select OK to close.

Remove a shareholder from a group

You can remove shareholders at any time.

1. In your Diligent Equity account go to the Company section on the left navigation bar and select Holders.

2. Select the name of the shareholder you wish to remove from a group.

   The shareholder's profile window opens.

3. Select the Organize tab.

4. Remove the name of the group from the Group field.

5. Select Close to save the changes.

   The shareholder is now removed from the group and will no longer appear in the cap table group view.