| • | From the Company List screen, select the company that you wish to work on. |
| • | Click on the Directors tab. |
| • | Any directors that have already been created will be displayed. |
| • | Double-click the director required (or single click to highlight director and then click the Details button. |
| • | Click the Director's Interests in Shares tab. |
The system will automatically add and maintain details of interests in shares where the same "Person" is both a director and a member of the same company. If a director has other interests in shares of members of a company, then these can be added manually as follows:
| • | A list of previously entered interests will be displayed. Click the New button to display the entry screen. |
| • | Rather than have to repeat details that are in the Register of Members, simply select the member in which the director has an interest and enter the dates of the interest. For example, a company with husband and wife who are both members, with the husband as a director - the husband will have two entries for Director's Interests in Shares, one pointing at his own entry as a member and another pointing to his wife's entry as a member. |
NB. In the above example, only the interest in the wife's shares needs to be entered as the software automatically creates and maintains entries in respect of "own" shares (ie. where the same "Person" attributed to a director entry is also attributed to a member entry).
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